Root Financial Partners’s 2x Bitcoin ETF BITX Stock Holding History

Root Financial Partners’s Portfolio BITX Stock Details BITX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-5,400	Closed	-$79.6K	–	753
2026 Q1	$79.6K	Buy	+5,400	New	+$110K	﹤0.01%	666

Other funds holding BITX

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

Financial Life Planners Tempe, Arizona $156M AUM 23.26% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

BankPlus Trust Department Jackson, Mississippi $428M AUM 26.85% 1-Year Est. Return

Root Financial Partners's BITX Position: Q2 2026 in Review

Root Financial Partners sold out of 2x Bitcoin ETF (BITX) in Q2 2026, closing a stake of 5,400 shares — an estimated $79.6K sold.

Root Financial Partners first reported a position in BITX in Q1 2026 and held it in 1 quarter. The position peaked at $79.6K in Q1 2026. 6 funds tracked by Wall St. Rank hold BITX as of Q2 2026.

Root Financial Partners reported no remaining 2x Bitcoin ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 5,400 2x Bitcoin ETF shares in Q2 2026, an estimated $79.6K.
Root Financial Partners first reported a position in 2x Bitcoin ETF in Q1 2026 and held it in 1 quarter.
Root Financial Partners's 2x Bitcoin ETF position peaked at $79.6K in Q1 2026.
6 funds tracked by Wall St. Rank held 2x Bitcoin ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.