FEG
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Financial Enhancement Group’s Strategy Shares Newfound/ReSolve Robust Momentum ETF ROMO Stock Holding History

Financial Enhancement Group’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
2026
Q2 		$1.71M Sell
50,769
-1,103
-2% -$36.6K 0.2% 76
2026
Q1 		$1.73M Sell
51,872
-572
-1% -$18.7K 0.21% 76
2025
Q4 		$1.7M Buy
52,444
+323
+0.6% +$11K 0.22% 78
2025
Q3 		$1.78M Buy
52,121
+1,985
+4% +$64.7K 0.24% 75
2025
Q2 		$1.6M Sell
50,136
-71
-0.1% -$2.18K 0.23% 77
2025
Q1 		$1.52M Buy
50,207
+4,021
+9% +$128K 0.24% 72
2024
Q4 		$1.45M Sell
46,186
-17,897
-28% -$573K 0.22% 70
2024
Q3 		$1.63M Buy
64,083
+6,414
+11% +$194K 0.32% 63
2024
Q2 		$1.72M Sell
57,669
-8,770
-13% -$253K 0.28% 66
2024
Q1 		$1.88M Sell
66,439
-11,332
-15% -$312K 0.31% 66
2023
Q4 		$2.03M Buy
77,771
+9,274
+14% +$237K 0.36% 55
2023
Q3 		$1.73M Buy
68,497
+894
+1% +$23.1K 0.33% 60
2023
Q2 		$1.76M Buy
67,603
+3,520
+5% +$89.5K 0.33% 63
2023
Q1 		$1.63M Sell
64,083
-1,497
-2% -$37.2K 0.32% 63
2022
Q4 		$1.64M Sell
65,580
-1,487
-2% -$36.5K 0.31% 68
2022
Q3 		$1.65M Buy
67,067
+2,492
+4% +$63.4K 0.38% 51
2022
Q2 		$1.66M Buy
64,575
+11,522
+22% +$301K 0.36% 49
2022
Q1 		$1.47M Buy
53,053
+965
+2% +$27.2K 0.27% 60
2021
Q4 		$1.57M Buy
52,088
+4,583
+10% +$135K 0.28% 53
2021
Q3 		$1.32M Buy
47,505
+3,880
+9% +$110K 0.25% 56
2021
Q2 		$1.21M Buy
43,625
+3,346
+8% +$91.4K 0.25% 53
2021
Q1 		$1.06M Sell
40,279
-817
-2% -$21.2K 0.22% 56
2020
Q4 		$1.03M Buy
41,096
+4,424
+12% +$105K 0.22% 60
2020
Q3 		$829K Sell
36,672
-337
-0.9% -$7.57K 0.19% 58
2020
Q2 		$795K Buy
37,009
+15,664
+73% +$337K 0.2% 61
2020
Q1 		$449K Buy
+21,345
New +$532K 0.13% 78

Other funds holding ROMO

WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
RA
Range Advisory Mclean, Virginia $840M AUM
LA
Lifeworks Advisors Grand Rapids, Michigan $955M AUM 37.71% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Financial Enhancement Group's ROMO Position: Q2 2026 in Review

Financial Enhancement Group reduced its Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) stake by 2.1% in Q2 2026, selling an estimated $36.6K and leaving 50,769 shares worth $1.71M. The position accounts for 0.2% of the portfolio, ranked #76.

Financial Enhancement Group first reported a position in ROMO in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.03M in Q4 2023. 11 funds tracked by Wall St. Rank hold ROMO as of Q2 2026.

  • Financial Enhancement Group held 50,769 shares of Strategy Shares Newfound/ReSolve Robust Momentum ETF worth $1.71M as of Q2 2026.
  • Financial Enhancement Group sold 1,103 Strategy Shares Newfound/ReSolve Robust Momentum ETF shares in Q2 2026, an estimated $36.6K.
  • Strategy Shares Newfound/ReSolve Robust Momentum ETF made up 0.2% of Financial Enhancement Group's portfolio in Q2 2026, its #76 holding.
  • Financial Enhancement Group first reported a position in Strategy Shares Newfound/ReSolve Robust Momentum ETF in Q1 2020 and has held it in 26 quarters since.
  • Financial Enhancement Group's Strategy Shares Newfound/ReSolve Robust Momentum ETF position peaked at $2.03M in Q4 2023.
  • 11 funds tracked by Wall St. Rank held Strategy Shares Newfound/ReSolve Robust Momentum ETF as of Q2 2026.

Based on Financial Enhancement Group's 13F filing for Q2 2026, filed 7 Jul 2026.