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Robinhood Mkts shares owned by Rooted Wealth Advisors

Quarter-by-quarter ownership of Robinhood Mkts (HOOD) shares owned by Rooted Wealth Advisors from 13F filings

Historical chart of Rooted Wealth Advisors investment in Robinhood Mkts

Tip: Access up to 7 years of quarterly data

All positions including Robinhood Mkts held by Rooted Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Robinhood Mkts by Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $294k 3.2k 91.28

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Core Div Grwth (DGRO)
Invesco Actively Managed Exc Total Return (GTO)
Fidelity Covington Trust High Divid Etf (FDVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Vanguard Wellington Us Multifactor (VFMF)
Vanguard Whitehall Fds High Div Yld (VYM)
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)

View all positions for Rooted Wealth Advisors

Top funds holding Robinhood Mkts

Vanguard Group
BlackRock
Vanguard Capital Management
Susquehanna International
Vanguard Portfolio Management
State Street Corporation
Jane Street
Newlands Management Operations
Geode Capital Management
FMR
Citadel Advisors
Index Venture Associates VI
Morgan Stanley
D. E. Shaw & Co
Alyeska Investment Group

View all funds holding Robinhood Mkts