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Root shares owned by Activest Wealth Management

Quarter-by-quarter ownership of Root (ROOT) shares owned by Activest Wealth Management from 13F filings

Historical chart of Activest Wealth Management investment in Root

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All positions including Root held by Activest Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Root by Activest Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $269k 3.0k 89.51
2025-06-30 $384k 3.0k 127.97
2025-03-31 $400k 3.0k 133.44
2024-12-31 $218k 3.0k 72.59
2024-09-30 $113k 3.0k 37.78
2024-06-30 $155k 3.0k 51.61

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Activest Wealth Management

Top funds holding Root

Ribbit Management Company
BlackRock
T. Rowe Price Investment Management
Vanguard Group
Susquehanna International
Capital Research Global Investors
Citadel Advisors
Renaissance Technologies
American Century Companies
Geode Capital Management
Galileo
State Street Corporation
UBS Group
Invesco
Morgan Stanley

View all funds holding Root