Morgan Stanley
ROMO icon

Morgan Stanley’s Strategy Shares Newfound/ReSolve Robust Momentum ETF ROMO Stock Holding History

Morgan Stanley’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
2024
Q2 		– Sell
-2
Closed -$67 – 7947
2024
Q1 		$67 Buy
+2
New +$55 ﹤0.01% 7425

Other funds holding ROMO

WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
LA
Lifeworks Advisors Grand Rapids, Michigan $779M AUM 21.25% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Morgan Stanley's ROMO Position: Q2 2024 in Review

Morgan Stanley sold out of Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) in Q2 2024, closing a stake of 2 shares — an estimated $67 sold.

Morgan Stanley first reported a position in ROMO in Q1 2024 and held it in 1 quarter. The position peaked at $67 in Q1 2024. 12 funds tracked by Wall St. Rank hold ROMO as of Q2 2024.

  • Morgan Stanley reported no remaining Strategy Shares Newfound/ReSolve Robust Momentum ETF position as of Q2 2024 after selling out during the quarter.
  • Morgan Stanley sold 2 Strategy Shares Newfound/ReSolve Robust Momentum ETF shares in Q2 2024, an estimated $67.
  • Morgan Stanley first reported a position in Strategy Shares Newfound/ReSolve Robust Momentum ETF in Q1 2024 and held it in 1 quarter.
  • Morgan Stanley's Strategy Shares Newfound/ReSolve Robust Momentum ETF position peaked at $67 in Q1 2024.
  • 12 funds tracked by Wall St. Rank held Strategy Shares Newfound/ReSolve Robust Momentum ETF as of Q2 2024.

Based on Morgan Stanley's 13F filing for Q2 2024, filed 14 Aug 2024.