Innova Wealth Partners’s Strategy Shares Newfound/ReSolve Robust Momentum ETF ROMO Stock Holding History

Innova Wealth Partners’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 Q3	$1.28M	Sell	37,335 -261	-0.7%	-$8.96K	0.5%	54
2026 Q2	$1.27M	Buy	37,596 +13	+0%	+$431	0.52%	51
2026 Q1	$1.18M	Sell	37,583 -18,570	-33%	-$606K	0.56%	38
2025 Q4	$1.78M	Sell	56,153 -49	-0.1%	-$1.67K	0.9%	34
2025 Q3	$1.89M	Sell	56,202 -644	-1%	-$21K	1.02%	31
2025 Q2	$1.82M	Sell	56,846 -1,044	-2%	-$32.1K	1.07%	32
2025 Q1	$1.76M	Buy	57,890 +343	+0.6%	+$10.9K	1.09%	25
2024 Q4	$1.82M	Buy	+57,547	New	+$1.84M	1.15%	29
2024 Q3	–	Sell	-57,939	Closed	-$1.73M	–	123
2024 Q2	$1.73M	Buy	57,939 +15,787	+37%	+$456K	1.24%	27
2024 Q1	$1.22M	Sell	42,152 -2,543	-6%	-$70K	0.94%	29
2023 Q4	$1.18M	Hold	44,695	–	–	1.02%	23
2023 Q3	$1.11M	Hold	44,695	–	–	1%	20
2023 Q2	$1.15M	Hold	44,695	–	–	0.98%	23
2023 Q1	$1.12M	Sell	44,695 -225	-0.5%	-$5.6K	0.99%	18
2022 Q4	$1.09M	Hold	44,920	–	–	0.96%	21
2022 Q3	$1.1M	Buy	44,920 +7,770	+21%	+$198K	1.01%	9
2022 Q2	$954K	Buy	37,150 +152	+0.4%	+$3.98K	0.8%	13
2022 Q1	$1.02M	Hold	36,998	–	–	0.74%	25
2021 Q4	$1.12M	Hold	36,998	–	–	0.79%	26
2021 Q3	$1.03M	Hold	36,998	–	–	0.82%	26
2021 Q2	$1.03M	Hold	36,998	–	–	0.81%	28
2021 Q1	$970K	Buy	36,998 +5,500	+17%	+$143K	0.82%	29
2020 Q4	$789K	Buy	+31,498	New	+$751K	0.74%	29

Other funds holding ROMO

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Innova Wealth Partners's ROMO Position: Q3 2026 in Review

Innova Wealth Partners reduced its Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) stake by 0.69% in Q3 2026, selling an estimated $8.96K and leaving 37,335 shares worth $1.28M. The position accounts for 0.5% of the portfolio, ranked #54.

Innova Wealth Partners first reported a position in ROMO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.89M in Q3 2025. 5 funds tracked by Wall St. Rank hold ROMO as of Q3 2026.

Innova Wealth Partners held 37,335 shares of Strategy Shares Newfound/ReSolve Robust Momentum ETF worth $1.28M as of Q3 2026.
Innova Wealth Partners sold 261 Strategy Shares Newfound/ReSolve Robust Momentum ETF shares in Q3 2026, an estimated $8.96K.
Strategy Shares Newfound/ReSolve Robust Momentum ETF made up 0.5% of Innova Wealth Partners's portfolio in Q3 2026, its #54 holding.
Innova Wealth Partners first reported a position in Strategy Shares Newfound/ReSolve Robust Momentum ETF in Q4 2020 and has held it in 23 quarters since.
Innova Wealth Partners's Strategy Shares Newfound/ReSolve Robust Momentum ETF position peaked at $1.89M in Q3 2025.
5 funds tracked by Wall St. Rank held Strategy Shares Newfound/ReSolve Robust Momentum ETF as of Q3 2026.

Based on Innova Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.