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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
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

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Root Financial Partners's ERX Position: Q1 2026 in Review

Root Financial Partners increased its Direxion Daily Energy Bull 2X ETF (ERX) stake by 0.49% in Q1 2026, buying an estimated $160 and bringing the position to 407 shares worth $41.9K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Root Financial Partners first reported a position in ERX in Q3 2025 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold ERX as of Q1 2026.

  • Root Financial Partners held 407 shares of Direxion Daily Energy Bull 2X ETF worth $41.9K as of Q1 2026.
  • Root Financial Partners bought 2 Direxion Daily Energy Bull 2X ETF shares in Q1 2026, an estimated $160.
  • Direxion Daily Energy Bull 2X ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #955 holding.
  • Root Financial Partners first reported a position in Direxion Daily Energy Bull 2X ETF in Q3 2025 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.