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Root Financial Partners’s Impact Shares NAACP Minority Empowerment ETF NACP Stock Holding History

Root Financial Partners’s Portfolio NACP Stock Details NACP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,976
Closed -$95.6K – 2148
2026
Q1 		$95.6K Hold
1,976
– – ﹤0.01% 582
2025
Q4 		$97.4K Hold
1,976
– – 0.01% 475
2025
Q3 		$94.2K Buy
+1,976
New +$89K 0.01% 459

Other funds holding NACP

WA
Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
SSCA
South Shore Capital Advisors Cohasset, Massachusetts $149M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SA
Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
EFN
Equita Financial Network Fort Washington, Pennsylvania $360M AUM 17.88% 1-Year Est. Return

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

Root Financial Partners sold out of Impact Shares NAACP Minority Empowerment ETF (NACP) in Q2 2026, closing a stake of 1,976 shares — an estimated $95.6K sold.

Root Financial Partners first reported a position in NACP in Q3 2025 and held it in 3 quarters. The position peaked at $97.4K in Q4 2025. 17 funds tracked by Wall St. Rank hold NACP as of Q2 2026.

  • Root Financial Partners reported no remaining Impact Shares NAACP Minority Empowerment ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,976 Impact Shares NAACP Minority Empowerment ETF shares in Q2 2026, an estimated $95.6K.
  • Root Financial Partners first reported a position in Impact Shares NAACP Minority Empowerment ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Impact Shares NAACP Minority Empowerment ETF position peaked at $97.4K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Impact Shares NAACP Minority Empowerment ETF as of Q2 2026.

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