Rooted Wealth Advisors’s Webull Corp BULL Stock Holding History

Rooted Wealth Advisors’s Portfolio BULL Stock Details BULL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-12,500	Closed	-$83.5K	–	149
2025 Q4	$83.5K	Buy	+12,500	New	+$126K	0.02%	137

Other funds holding BULL

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Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HIIL

HS Investments IV Ltd St Peter Port $112M AUM

HSG Holding Na, Hong Kong $1.62B AUM 5.91% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rooted Wealth Advisors's BULL Position: Q1 2026 in Review

Rooted Wealth Advisors sold out of Webull Corp (BULL) in Q1 2026, closing a stake of 12,500 shares — an estimated $83.5K sold.

Rooted Wealth Advisors first reported a position in BULL in Q4 2025 and held it in 1 quarter. The position peaked at $83.5K in Q4 2025. 192 funds tracked by Wall St. Rank hold BULL as of Q1 2026.

Rooted Wealth Advisors reported no remaining Webull Corp position as of Q1 2026 after selling out during the quarter.
Rooted Wealth Advisors sold 12,500 Webull Corp shares in Q1 2026, an estimated $83.5K.
Rooted Wealth Advisors first reported a position in Webull Corp in Q4 2025 and held it in 1 quarter.
Rooted Wealth Advisors's Webull Corp position peaked at $83.5K in Q4 2025.
192 funds tracked by Wall St. Rank held Webull Corp as of Q1 2026.

Based on Rooted Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.