Root Financial Partners’s Subversive Congressional Democrats Trading ETF NANC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$368	Buy	+7	New	+$358	﹤0.01%	3342
2026 Q1	–	Sell	-278	Closed	-$12.7K	–	3524
2025 Q4	$12.7K	Hold	278	–	–	﹤0.01%	1399
2025 Q3	$12.5K	Buy	+278	New	+$12K	﹤0.01%	1361

Other funds holding NANC

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

ETF Store Overland Park, Kansas $122M AUM 15.06% 1-Year Est. Return

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

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $380M AUM 12.42% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Root Financial Partners opened a new position in Subversive Congressional Democrats Trading ETF (NANC) in Q3 2026: 7 shares worth $368. The stake represents ﹤0.01% of the portfolio and ranks #3342 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NANC as recently as Q4 2025.

Root Financial Partners first reported a position in NANC in Q3 2025 and has held it in 3 quarters since. The position peaked at $12.7K in Q4 2025. 10 funds tracked by Wall St. Rank hold NANC as of Q3 2026.

Root Financial Partners held 7 shares of Subversive Congressional Democrats Trading ETF worth $368 as of Q3 2026.
Subversive Congressional Democrats Trading ETF was a new Root Financial Partners position in Q3 2026.
Subversive Congressional Democrats Trading ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3342 holding.
Root Financial Partners first reported a position in Subversive Congressional Democrats Trading ETF in Q3 2025 and has held it in 3 quarters since.
Root Financial Partners's Subversive Congressional Democrats Trading ETF position peaked at $12.7K in Q4 2025.
10 funds tracked by Wall St. Rank held Subversive Congressional Democrats Trading ETF as of Q3 2026.

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