Root Financial Partners
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Root Financial Partners’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

Root Financial Partners’s Portfolio ERX Stock Details ERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$41.1K Buy
+409
New +$40.1K ﹤0.01% 1181
2026
Q2 		– Sell
-407
Closed -$41.9K – 1269
2026
Q1 		$41.9K Buy
407
+2
+0.5% +$160 ﹤0.01% 955
2025
Q4 		$22.6K Buy
405
+2
+0.5% +$111 ﹤0.01% 1124
2025
Q3 		$22.7K Buy
+403
New +$21.9K ﹤0.01% 1049

Other funds holding ERX

FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Signature Resources Capital Management
Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return
Global Trust Asset Management
Global Trust Asset Management West Palm Beach, Florida $321M AUM 60.77% 1-Year Est. Return

Root Financial Partners's ERX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Direxion Daily Energy Bull 2X ETF (ERX) in Q3 2026: 409 shares worth $41.1K. The stake represents ﹤0.01% of the portfolio and ranks #1181 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ERX as recently as Q1 2026.

Root Financial Partners first reported a position in ERX in Q3 2025 and has held it in 4 quarters since. The position peaked at $41.9K in Q1 2026. 9 funds tracked by Wall St. Rank hold ERX as of Q3 2026.

  • Root Financial Partners held 409 shares of Direxion Daily Energy Bull 2X ETF worth $41.1K as of Q3 2026.
  • Direxion Daily Energy Bull 2X ETF was a new Root Financial Partners position in Q3 2026.
  • Direxion Daily Energy Bull 2X ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1181 holding.
  • Root Financial Partners first reported a position in Direxion Daily Energy Bull 2X ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Direxion Daily Energy Bull 2X ETF position peaked at $41.9K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.