World Investment Advisors’s Strategy Shares Newfound/ReSolve Robust Momentum ETF ROMO Stock Holding History

World Investment 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
2026 Q1	$375K	Sell	11,911 -393	-3%	-$12.8K	0.01%	1137
2025 Q4	$391K	Buy	12,304 +45	+0.4%	+$1.53K	0.01%	1057
2025 Q3	$412K	Sell	12,259 -430	-3%	-$14K	0.01%	864
2025 Q2	$406K	Sell	12,689 -352	-3%	-$10.8K	0.01%	802
2025 Q1	$397K	Sell	13,041 -359	-3%	-$11.4K	0.01%	770
2024 Q4	$424K	Buy	13,400 +360	+3%	+$11.5K	0.01%	705
2024 Q3	$410K	Sell	13,040 -830	-6%	-$25.2K	0.01%	635
2024 Q2	$415K	Buy	13,870 +162	+1%	+$4.68K	0.03%	435
2024 Q1	$396K	Buy	+13,708	New	+$377K	0.06%	261
2023 Q4	–	Sell	-8,386	Closed	-$209K	–	403
2023 Q3	$209K	Hold	8,386	–	–	0.04%	247
2023 Q2	$217K	Hold	8,386	–	–	0.04%	234
2023 Q1	$211K	Sell	8,386 -88	-1%	-$2.19K	0.04%	219
2022 Q4	$206K	Sell	8,474 -30,451	-78%	-$748K	0.05%	226
2022 Q3	$955K	Sell	38,925 -1,374	-3%	-$34.9K	0.23%	75
2022 Q2	$1.04M	Sell	40,299 -18,378	-31%	-$481K	0.22%	73
2022 Q1	$1.62M	Buy	58,677 +8,120	+16%	+$229K	0.34%	54
2021 Q4	$1.44M	Sell	50,557 -14,069	-22%	-$413K	0.3%	60
2021 Q3	$1.8M	Sell	64,626 -3,348	-5%	-$95.2K	0.41%	45
2021 Q2	$1.89M	Sell	67,974 -3,752	-5%	-$103K	0.43%	45
2021 Q1	$1.93M	Sell	71,726 -34,037	-32%	-$884K	0.46%	41
2020 Q4	$2.82M	Buy	105,763 +26,177	+33%	+$624K	0.71%	26
2020 Q3	$1.8M	Hold	79,586	–	–	0.62%	34
2020 Q2	$1.81M	Buy	79,586 +11,591	+17%	+$249K	0.63%	32
2020 Q1	$1.43M	Buy	67,995 +573	+0.8%	+$14.3K	0.66%	31
2019 Q4	$1.77M	Buy	+67,422	New	+$1.73M	0.69%	27

Other funds holding ROMO

WJ Interests Sugar Land, Texas $259M AUM 19.62% 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

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

Lifeworks Advisors Grand Rapids, Michigan $779M AUM 21.25% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

World Investment Advisors's ROMO Position: Q1 2026 in Review

World Investment Advisors reduced its Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) stake by 3.2% in Q1 2026, selling an estimated $12.8K and leaving 11,911 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #1137.

World Investment Advisors first reported a position in ROMO in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.82M in Q4 2020. 11 funds tracked by Wall St. Rank hold ROMO as of Q1 2026.

World Investment Advisors held 11,911 shares of Strategy Shares Newfound/ReSolve Robust Momentum ETF worth $375K as of Q1 2026.
World Investment Advisors sold 393 Strategy Shares Newfound/ReSolve Robust Momentum ETF shares in Q1 2026, an estimated $12.8K.
Strategy Shares Newfound/ReSolve Robust Momentum ETF made up 0.01% of World Investment Advisors's portfolio in Q1 2026, its #1137 holding.
World Investment Advisors first reported a position in Strategy Shares Newfound/ReSolve Robust Momentum ETF in Q4 2019 and has held it in 25 quarters since.
World Investment Advisors's Strategy Shares Newfound/ReSolve Robust Momentum ETF position peaked at $2.82M in Q4 2020.
11 funds tracked by Wall St. Rank held Strategy Shares Newfound/ReSolve Robust Momentum ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.