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Oregon Pacific Wealth Management’s Strategy Shares Newfound/ReSolve Robust Momentum ETF ROMO Stock Holding History

Oregon Pacific Wealth 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
Q1 		– Sell
-73,475
Closed -$2.32M – 133
2024
Q4 		$2.32M Buy
+73,475
New +$2.35M 2.28% 10

Other funds holding ROMO

WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LA
Lifeworks Advisors Grand Rapids, Michigan $779M AUM 21.25% 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
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
NCM
Northwest Capital Management Lake Oswego, Oregon $23.1M AUM 13.6% 1-Year Est. Return

Oregon Pacific Wealth Management's ROMO Position: Q1 2025 in Review

Oregon Pacific Wealth Management sold out of Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) in Q1 2025, closing a stake of 73,475 shares — an estimated $2.32M sold.

Oregon Pacific Wealth Management first reported a position in ROMO in Q4 2024 and held it in 1 quarter. The position peaked at $2.32M in Q4 2024. 12 funds tracked by Wall St. Rank hold ROMO as of Q1 2025.

  • Oregon Pacific Wealth Management reported no remaining Strategy Shares Newfound/ReSolve Robust Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • Oregon Pacific Wealth Management sold 73,475 Strategy Shares Newfound/ReSolve Robust Momentum ETF shares in Q1 2025, an estimated $2.32M.
  • Oregon Pacific Wealth Management first reported a position in Strategy Shares Newfound/ReSolve Robust Momentum ETF in Q4 2024 and held it in 1 quarter.
  • Oregon Pacific Wealth Management's Strategy Shares Newfound/ReSolve Robust Momentum ETF position peaked at $2.32M in Q4 2024.
  • 12 funds tracked by Wall St. Rank held Strategy Shares Newfound/ReSolve Robust Momentum ETF as of Q1 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.