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 Q3	$120K	Buy	+1,976	New	+$118K	﹤0.01%	650
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

Zenith Solutions Philadelphia, Pennsylvania $112M AUM

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return

Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return

Westfuller Advisors New York $340M AUM 17.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

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

Root Financial Partners opened a new position in Impact Shares NAACP Minority Empowerment ETF (NACP) in Q3 2026: 1,976 shares worth $120K. The stake represents ﹤0.01% of the portfolio and ranks #650 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NACP as recently as Q1 2026.

Root Financial Partners first reported a position in NACP in Q3 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold NACP as of Q3 2026.

Root Financial Partners held 1,976 shares of Impact Shares NAACP Minority Empowerment ETF worth $120K as of Q3 2026.
Impact Shares NAACP Minority Empowerment ETF was a new Root Financial Partners position in Q3 2026.
Impact Shares NAACP Minority Empowerment ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #650 holding.
Root Financial Partners first reported a position in Impact Shares NAACP Minority Empowerment ETF in Q3 2025 and has held it in 4 quarters since.
40 funds tracked by Wall St. Rank held Impact Shares NAACP Minority Empowerment ETF as of Q3 2026.

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