HI
ROMO icon

Harbour Investments’s Strategy Shares Newfound/ReSolve Robust Momentum ETF ROMO Stock Holding History

Harbour Investments’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
Q1 		$9.48K Hold
301
– – ﹤0.01% 3285
2025
Q4 		$9.56K Hold
301
– – ﹤0.01% 2770
2025
Q3 		$10.1K Hold
301
– – ﹤0.01% 2686
2025
Q2 		$9.64K Hold
301
– – ﹤0.01% 2593
2025
Q1 		$9.17K Hold
301
– – ﹤0.01% 2564
2024
Q4 		$9.52K Buy
+301
New +$9.63K ﹤0.01% 2468

Other funds holding ROMO

WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 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 $6.2B AUM 19.68% 1-Year Est. Return
LA
Lifeworks Advisors Grand Rapids, Michigan $779M AUM 21.25% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Harbour Investments's ROMO Position: Q1 2026 in Review

Harbour Investments held its Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) position steady in Q1 2026 at 301 shares worth $9.48K. The position accounts for ﹤0.01% of the portfolio, ranked #3285.

Harbour Investments first reported a position in ROMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.1K in Q3 2025. 11 funds tracked by Wall St. Rank hold ROMO as of Q1 2026.

  • Harbour Investments held 301 shares of Strategy Shares Newfound/ReSolve Robust Momentum ETF worth $9.48K as of Q1 2026.
  • Harbour Investments left its Strategy Shares Newfound/ReSolve Robust Momentum ETF share count unchanged in Q1 2026.
  • Strategy Shares Newfound/ReSolve Robust Momentum ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3285 holding.
  • Harbour Investments first reported a position in Strategy Shares Newfound/ReSolve Robust Momentum ETF in Q4 2024 and has held it in 6 quarters since.
  • Harbour Investments's Strategy Shares Newfound/ReSolve Robust Momentum ETF position peaked at $10.1K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Strategy Shares Newfound/ReSolve Robust Momentum ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.