Outlook Wealth Advisors »

Strategy Shs newfound reslv shares owned by Outlook Wealth Advisors

Quarter-by-quarter ownership of Strategy Shs newfound reslv (ROMO) shares owned by Outlook Wealth Advisors from 13F filings

Historical chart of Outlook Wealth Advisors investment in Strategy Shs newfound reslv

Tip: Access up to 7 years of quarterly data

All positions including Strategy Shs newfound reslv held by Outlook Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Strategy Shs newfound reslv by Outlook Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $354k 11k 31.76

More positions owned by Outlook Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Ishares Tr High Yld Systm B (HYDB)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)
Aim Etf Products Trust Allianzim Us Equ (JANW)
Aim Etf Products Trust Allianzim Us Equ (OCTW)
Aim Etf Products Trust Allianzim Us Equ (DECU)
Aim Etf Products Trust Allianzim Us Lrg (SEPW)
Ishares Tr Jpmorgan Usd Emg (EMB)
Aim Etf Products Trust Allianzim Us Eqt (DECW)

View all positions for Outlook Wealth Advisors

Top funds holding Strategy Shs newfound reslv

WJ Interests
Innova Wealth Partners
Financial Enhancement
Lifeworks Advisors
Gts Securities
Pensionmark Financial Group
Outlook Wealth Advisors
CWM
Geneos Wealth Management
Harbour Investments
Assetmark

View all funds holding Strategy Shs newfound reslv