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North Star Investment Management’s Strategy Shares Newfound/ReSolve Robust Momentum ETF ROMO Stock Holding History

North Star Investment Management’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
2025
Q4 		– Sell
-100
Closed -$3.36K – 1612
2025
Q3 		$3.36K Hold
100
– – ﹤0.01% 1071
2025
Q2 		$3.2K Buy
+100
New +$3.08K ﹤0.01% 1060

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
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
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

North Star Investment Management's ROMO Position: Q4 2025 in Review

North Star Investment Management sold out of Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) in Q4 2025, closing a stake of 100 shares — an estimated $3.36K sold.

North Star Investment Management first reported a position in ROMO in Q2 2025 and held it in 2 quarters. The position peaked at $3.36K in Q3 2025. 11 funds tracked by Wall St. Rank hold ROMO as of Q4 2025.

  • North Star Investment Management reported no remaining Strategy Shares Newfound/ReSolve Robust Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • North Star Investment Management sold 100 Strategy Shares Newfound/ReSolve Robust Momentum ETF shares in Q4 2025, an estimated $3.36K.
  • North Star Investment Management first reported a position in Strategy Shares Newfound/ReSolve Robust Momentum ETF in Q2 2025 and held it in 2 quarters.
  • North Star Investment Management's Strategy Shares Newfound/ReSolve Robust Momentum ETF position peaked at $3.36K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Strategy Shares Newfound/ReSolve Robust Momentum ETF as of Q4 2025.

Based on North Star Investment Management's 13F filing for Q4 2025, filed 30 Jan 2026.