Root Financial Partners’s Longview Advantage Fixed Income ETF LVIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$96.5K	Buy	+1,011	New	+$98.8K	﹤0.01%	751

Other funds holding LVIG

Hill Investment Group Partners St. Louis, Missouri $1.27B AUM 14.86% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Trellis Wealth Advisors San Luis Obispo, California $299M AUM 13.14% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Root Financial Partners opened a new position in Longview Advantage Fixed Income ETF (LVIG) in Q3 2026: 1,011 shares worth $96.5K. The stake represents ﹤0.01% of the portfolio and ranks #751 among its holdings.

7 funds tracked by Wall St. Rank hold LVIG as of Q3 2026.

Root Financial Partners held 1,011 shares of Longview Advantage Fixed Income ETF worth $96.5K as of Q3 2026.
Longview Advantage Fixed Income ETF was a new Root Financial Partners position in Q3 2026.
Longview Advantage Fixed Income ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #751 holding.
7 funds tracked by Wall St. Rank held Longview Advantage Fixed Income ETF as of Q3 2026.

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