UBS Group
ROMO icon

UBS Group’s Strategy Shares Newfound/ReSolve Robust Momentum ETF ROMO Stock Holding History

UBS Group’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
-135
Closed -$4.54K – 11069
2025
Q3 		$4.54K Buy
+135
New +$4.4K ﹤0.01% 8943
2025
Q1 		– Sell
-26
Closed -$822 – 10647
2024
Q4 		$822 Sell
26
-139
-84% -$4.45K ﹤0.01% 9370
2024
Q3 		$5.19K Buy
+165
New +$5K ﹤0.01% 8079
2024
Q2 		– Sell
-2,402
Closed -$69.4K – 10002
2024
Q1 		$69.4K Buy
2,402
+2,391
+21,736% +$65.8K ﹤0.01% 6365
2023
Q4 		$290 Sell
11
-1,383
-99% -$35.4K ﹤0.01% 8745
2023
Q3 		$34.7K Buy
+1,394
New +$35.9K ﹤0.01% 6517
2023
Q1 		– Sell
-3,159
Closed -$76.9K – 10260
2022
Q4 		$76.9K Buy
3,159
+980
+45% +$24.1K ﹤0.01% 6349
2022
Q3 		$53K Buy
2,179
+1,584
+266% +$40.3K ﹤0.01% 6304
2022
Q2 		$15K Sell
595
-1,032
-63% -$27K ﹤0.01% 7312
2022
Q1 		$45K Sell
1,627
-59
-3% -$1.66K ﹤0.01% 6609
2021
Q4 		$51K Buy
+1,686
New +$49.5K ﹤0.01% 6879
2021
Q2 		– Sell
-1,061
Closed -$28K – 9745
2021
Q1 		$28K Sell
1,061
-968
-48% -$25.1K ﹤0.01% 7068
2020
Q4 		$51K Sell
2,029
-554
-21% -$13.2K ﹤0.01% 6167
2020
Q3 		$58K Buy
2,583
+1,237
+92% +$27.8K ﹤0.01% 5542
2020
Q2 		$29K Buy
+1,346
New +$28.9K ﹤0.01% 6301
2020
Q1 		– Sell
-184
Closed -$5K – 8332
2019
Q4 		$5K Buy
+184
New +$4.72K ﹤0.01% 7592

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

UBS Group's ROMO Position: Q4 2025 in Review

UBS Group sold out of Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) in Q4 2025, closing a stake of 135 shares — an estimated $4.54K sold.

UBS Group first reported a position in ROMO in Q4 2019 and held it in 16 quarters. The position peaked at $76.9K in Q4 2022. 11 funds tracked by Wall St. Rank hold ROMO as of Q4 2025.

  • UBS Group reported no remaining Strategy Shares Newfound/ReSolve Robust Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 135 Strategy Shares Newfound/ReSolve Robust Momentum ETF shares in Q4 2025, an estimated $4.54K.
  • UBS Group first reported a position in Strategy Shares Newfound/ReSolve Robust Momentum ETF in Q4 2019 and held it in 16 quarters.
  • UBS Group's Strategy Shares Newfound/ReSolve Robust Momentum ETF position peaked at $76.9K in Q4 2022.
  • 11 funds tracked by Wall St. Rank held Strategy Shares Newfound/ReSolve Robust Momentum ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.