Root Financial Partners’s High Tide HITI Stock Holding History

Root Financial Partners’s Portfolio HITI Stock Details HITI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.97K	Buy	+720	New	+$1.73K	﹤0.01%	2656
2026 Q2	–	Sell	-892	Closed	-$2.04K	–	1616
2026 Q1	$2.04K	Sell	892 -108	-11%	-$265	﹤0.01%	2306
2025 Q4	$2.65K	Buy	+1,000	New	+$2.97K	﹤0.01%	1939

Other funds holding HITI

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Benin Management Corp Wilton, Connecticut $517M AUM 21.33% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Parkside Financial Bank & Trust Saint Louis, Missouri $1.51B AUM 17.86% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Morton Brown Family Wealth Allentown, Pennsylvania $450M AUM 12.2% 1-Year Est. Return

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

Root Financial Partners opened a new position in High Tide (HITI) in Q3 2026: 720 shares worth $1.97K. The stake represents ﹤0.01% of the portfolio and ranks #2656 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HITI as recently as Q1 2026.

Root Financial Partners first reported a position in HITI in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.65K in Q4 2025. 11 funds tracked by Wall St. Rank hold HITI as of Q3 2026.

Root Financial Partners held 720 shares of High Tide worth $1.97K as of Q3 2026.
High Tide was a new Root Financial Partners position in Q3 2026.
High Tide made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2656 holding.
Root Financial Partners first reported a position in High Tide in Q4 2025 and has held it in 3 quarters since.
Root Financial Partners's High Tide position peaked at $2.65K in Q4 2025.
11 funds tracked by Wall St. Rank held High Tide as of Q3 2026.

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