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Petra Financial Advisors’s Strategy Shares Newfound/ReSolve Robust Momentum ETF ROMO Stock Holding History

Petra Financial Advisors’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
2023
Q2 		– Sell
-17,550
Closed -$442K – 119
2023
Q1 		$442K Sell
17,550
-478
-3% -$11.9K 0.44% 43
2022
Q4 		$439K Buy
+18,028
New +$443K 0.48% 54

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Petra Financial Advisors's ROMO Position: Q2 2023 in Review

Petra Financial Advisors sold out of Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) in Q2 2023, closing a stake of 17,550 shares — an estimated $442K sold.

Petra Financial Advisors first reported a position in ROMO in Q4 2022 and held it in 2 quarters. The position peaked at $442K in Q1 2023. 9 funds tracked by Wall St. Rank hold ROMO as of Q2 2023.

  • Petra Financial Advisors reported no remaining Strategy Shares Newfound/ReSolve Robust Momentum ETF position as of Q2 2023 after selling out during the quarter.
  • Petra Financial Advisors sold 17,550 Strategy Shares Newfound/ReSolve Robust Momentum ETF shares in Q2 2023, an estimated $442K.
  • Petra Financial Advisors first reported a position in Strategy Shares Newfound/ReSolve Robust Momentum ETF in Q4 2022 and held it in 2 quarters.
  • Petra Financial Advisors's Strategy Shares Newfound/ReSolve Robust Momentum ETF position peaked at $442K in Q1 2023.
  • 9 funds tracked by Wall St. Rank held Strategy Shares Newfound/ReSolve Robust Momentum ETF as of Q2 2023.

Based on Petra Financial Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.