Financial Architects (New Jersey)’s Strategy Shares Newfound/ReSolve Robust Momentum ETF ROMO Stock Holding History

Financial Architects (New Jersey)’s Portfolio ROMO Stock Details ROMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-2,575	Closed	-$54K	–	898
2020 Q1	$54K	Buy	2,575 +1,600	+164%	+$39.9K	0.01%	379
2019 Q4	$26K	Buy	+975	New	+$25K	0.01%	533

Other funds holding ROMO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Financial Architects (New Jersey)'s ROMO Position: Q2 2020 in Review

Financial Architects (New Jersey) sold out of Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) in Q2 2020, closing a stake of 2,575 shares — an estimated $54K sold.

Financial Architects (New Jersey) first reported a position in ROMO in Q4 2019 and held it in 2 quarters. The position peaked at $54K in Q1 2020. 6 funds tracked by Wall St. Rank hold ROMO as of Q2 2020.

Financial Architects (New Jersey) reported no remaining Strategy Shares Newfound/ReSolve Robust Momentum ETF position as of Q2 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 2,575 Strategy Shares Newfound/ReSolve Robust Momentum ETF shares in Q2 2020, an estimated $54K.
Financial Architects (New Jersey) first reported a position in Strategy Shares Newfound/ReSolve Robust Momentum ETF in Q4 2019 and held it in 2 quarters.
Financial Architects (New Jersey)'s Strategy Shares Newfound/ReSolve Robust Momentum ETF position peaked at $54K in Q1 2020.
6 funds tracked by Wall St. Rank held Strategy Shares Newfound/ReSolve Robust Momentum ETF as of Q2 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2020, filed 11 Aug 2020.