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Root Financial Partners’s Main BuyWrite ETF BUYW Stock Holding History

Root Financial Partners’s Portfolio BUYW Stock Details BUYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-57
Closed -$803 – 825
2026
Q1 		$803 Sell
57
-58
-50% -$826 ﹤0.01% 2684
2025
Q4 		$1.65K Hold
115
– – ﹤0.01% 2022
2025
Q3 		$1.63K Buy
+115
New +$1.63K ﹤0.01% 1988

Other funds holding BUYW

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

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

Root Financial Partners sold out of Main BuyWrite ETF (BUYW) in Q2 2026, closing a stake of 57 shares — an estimated $803 sold.

Root Financial Partners first reported a position in BUYW in Q3 2025 and held it in 3 quarters. The position peaked at $1.65K in Q4 2025. 70 funds tracked by Wall St. Rank hold BUYW as of Q2 2026.

  • Root Financial Partners reported no remaining Main BuyWrite ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 57 Main BuyWrite ETF shares in Q2 2026, an estimated $803.
  • Root Financial Partners first reported a position in Main BuyWrite ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Main BuyWrite ETF position peaked at $1.65K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held Main BuyWrite ETF as of Q2 2026.

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