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 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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

TSS

Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

JMBA

J. M. Brown & Associates Tulsa, Oklahoma $175M AUM

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

Root Financial Partners sold out of Direxion Daily Energy Bull 2X ETF (ERX) in Q2 2026, closing a stake of 407 shares — an estimated $41.9K sold.

Root Financial Partners first reported a position in ERX in Q3 2025 and held it in 3 quarters. The position peaked at $41.9K in Q1 2026. 36 funds tracked by Wall St. Rank hold ERX as of Q2 2026.

Root Financial Partners reported no remaining Direxion Daily Energy Bull 2X ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 407 Direxion Daily Energy Bull 2X ETF shares in Q2 2026, an estimated $41.9K.
Root Financial Partners first reported a position in Direxion Daily Energy Bull 2X ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Direxion Daily Energy Bull 2X ETF position peaked at $41.9K in Q1 2026.
36 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q2 2026.

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