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Root Financial Partners’s Direxion Daily Financial Bull 3x ETF FAS Stock Holding History

Root Financial Partners’s Portfolio FAS Stock Details FAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-92
Closed -$10.9K – 1317
2026
Q1 		$10.9K Buy
92
+1
+1% +$143 ﹤0.01% 1649
2025
Q4 		$15.4K Buy
91
+6
+7% +$995 ﹤0.01% 1302
2025
Q3 		$15.2K Buy
+85
New +$14.6K ﹤0.01% 1259

Other funds holding FAS

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
TGIA
Torrey Growth & Income Advisors Del Mar, California $294M AUM 37.95% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

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

Root Financial Partners sold out of Direxion Daily Financial Bull 3x ETF (FAS) in Q2 2026, closing a stake of 92 shares — an estimated $10.9K sold.

Root Financial Partners first reported a position in FAS in Q3 2025 and held it in 3 quarters. The position peaked at $15.4K in Q4 2025. 68 funds tracked by Wall St. Rank hold FAS as of Q2 2026.

  • Root Financial Partners reported no remaining Direxion Daily Financial Bull 3x ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 92 Direxion Daily Financial Bull 3x ETF shares in Q2 2026, an estimated $10.9K.
  • Root Financial Partners first reported a position in Direxion Daily Financial Bull 3x ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Direxion Daily Financial Bull 3x ETF position peaked at $15.4K in Q4 2025.
  • 68 funds tracked by Wall St. Rank held Direxion Daily Financial Bull 3x ETF as of Q2 2026.

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