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Northwest Capital Management’s Strategy Shares Newfound/ReSolve Robust Momentum ETF ROMO Stock Holding History

Northwest Capital 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
Q3 		– Sell
-2,708
Closed -$86.7K – 312
2025
Q2 		$86.7K Buy
2,708
+34
+1% +$1.05K 0.05% 143
2025
Q1 		$81.5K Buy
2,674
+35
+1% +$1.11K 0.03% 168
2024
Q4 		$83.4K Buy
2,639
+23
+0.9% +$736 0.04% 170
2024
Q3 		$82.3K Buy
2,616
+115
+5% +$3.49K 0.03% 168
2024
Q2 		$74.9K Buy
+2,501
New +$72.2K 0.03% 169

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
LA
Lifeworks Advisors Grand Rapids, Michigan $779M AUM 21.25% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 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 $4.9B AUM 23.65% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwest Capital Management's ROMO Position: Q3 2025 in Review

Northwest Capital Management sold out of Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) in Q3 2025, closing a stake of 2,708 shares — an estimated $86.7K sold.

Northwest Capital Management first reported a position in ROMO in Q2 2024 and held it in 5 quarters. The position peaked at $86.7K in Q2 2025. 12 funds tracked by Wall St. Rank hold ROMO as of Q3 2025.

  • Northwest Capital Management reported no remaining Strategy Shares Newfound/ReSolve Robust Momentum ETF position as of Q3 2025 after selling out during the quarter.
  • Northwest Capital Management sold 2,708 Strategy Shares Newfound/ReSolve Robust Momentum ETF shares in Q3 2025, an estimated $86.7K.
  • Northwest Capital Management first reported a position in Strategy Shares Newfound/ReSolve Robust Momentum ETF in Q2 2024 and held it in 5 quarters.
  • Northwest Capital Management's Strategy Shares Newfound/ReSolve Robust Momentum ETF position peaked at $86.7K in Q2 2025.
  • 12 funds tracked by Wall St. Rank held Strategy Shares Newfound/ReSolve Robust Momentum ETF as of Q3 2025.

Based on Northwest Capital Management's 13F filing for Q3 2025, filed 20 Oct 2025.