CITADEL ADVISORS LLC ROMO — STRATEGY SHS

Ownership history in CITADEL ADVISORS LLC  ·  8 quarters on record

AI Ownership Summary

CITADEL ADVISORS LLC reported STRATEGY SHS (ROMO) in 8 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows ROMO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ROMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CITADEL ADVISORS LLC's position in STRATEGY SHS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ROMO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ROMO stock page CITADEL ADVISORS LLC fund profile CITADEL ADVISORS LLC full holdings
How CITADEL ADVISORS LLC held ROMO — position size vs. price
% of Fund (quarterly)    ROMO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 8,069 +1,230 +18.0% 0.00% $254K 2026-05-15 $32.98
2024 Q3 REDUCED 19.3% +1.6% ❌ 6,839 -1,635 -19.3% 0.00% $215K 2024-11-14 $29.29
2023 Q4 REDUCED 60.6% +9.3% ❌ 8,474 -13,031 -60.6% 0.00% $224K 2024-02-14 $25.09
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ROMO

As of 2026 Q1 — sorted by position size

WJ Interests, LLC 3Y 5.45% Innova Wealth Partners 3Y 0.56% Financial Enhancement Group LLC 3Y 7Y 0.21% Outlook Wealth Advisors, LLC 3Y 7Y 0.12% Lifeworks Advisors, LLC 3Y 0.04% World Investment Advisors 3Y 7Y 0.01% Geneos Wealth Management Inc. 3Y 0.0% CWM, LLC 3Y 7Y 0.0% HARBOUR INVESTMENTS, INC. 3Y 0.0% ASSETMARK, INC 3Y 7Y 0.0%

FAQ About CITADEL ADVISORS LLC and ROMO

These are the practical questions this page is built to answer before you even open the full history table.

How long has CITADEL ADVISORS LLC reported owning ROMO?

CITADEL ADVISORS LLC reported ROMO across 3 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ROMO position in CITADEL ADVISORS LLC's portfolio?

The largest reported portfolio weight for ROMO was 0.00% in 2023 Q4.

What is the latest reported ROMO position on this page?

The most recent filing on this page is 2026 Q1, when CITADEL ADVISORS LLC reported 8,069 shares, equal to 0.00% of portfolio, with an estimated market value of $254K.

What does the chart on this ROMO ownership page compare?

The chart compares CITADEL ADVISORS LLC's quarterly ROMO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CITADEL ADVISORS LLC time their ROMO position?

Based on 13F filing dates vs. subsequent ROMO price moves, CITADEL ADVISORS LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on ROMO relative to SPY over the holding period was -3.7%.

← Back to CITADEL ADVISORS LLC Holdings