Root Financial Partners’s U.S. Global Technology and Aerospace & Defense ETF WAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.51K	Buy	+207	New	+$6.45K	﹤0.01%	2115

Other funds holding WAR

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

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

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

Root Financial Partners opened a new position in U.S. Global Technology and Aerospace & Defense ETF (WAR) in Q3 2026: 207 shares worth $6.51K. The stake represents ﹤0.01% of the portfolio and ranks #2115 among its holdings.

3 funds tracked by Wall St. Rank hold WAR as of Q3 2026.

Root Financial Partners held 207 shares of U.S. Global Technology and Aerospace & Defense ETF worth $6.51K as of Q3 2026.
U.S. Global Technology and Aerospace & Defense ETF was a new Root Financial Partners position in Q3 2026.
U.S. Global Technology and Aerospace & Defense ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2115 holding.
3 funds tracked by Wall St. Rank held U.S. Global Technology and Aerospace & Defense ETF as of Q3 2026.

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