ROMO — STRATEGY SHS

Ownership history in UBS Group AG  ·  16 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in STRATEGY SHS (ROMO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 135 +109 +419.2% 0.00% $5K $30.90
2024 Q4 REDUCED 26 -139 -84.2% 0.00% $822 $29.06
2024 Q3 REDUCED 165 -2,237 -93.1% 0.00% $5K $28.69
2024 Q1 ADDED 2,402 +2,391 +21736.4% 0.00% $69K $26.37
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ROMO price (monthly, adj. close)

Other funds also holding ROMO

As of 2025 Q4 — sorted by position size

WJ Interests, LLC 3Y 5.78% Innova Wealth Partners 3Y 0.9% Financial Enhancement Group LLC 3Y 7Y 0.22% Lifeworks Advisors, LLC 3Y 0.09% Outlook Wealth Advisors, LLC 3Y 7Y 0.08% GTS SECURITIES LLC 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%
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