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Better Money Decisions’s State Street SPDR S&P Kensho Final Frontiers ETF ROKT Stock Holding History

Better Money Decisions’s Portfolio ROKT Stock Details ROKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-126
Closed -$4K – 350
2022
Q2 		$4K Buy
+126
New +$4.79K ﹤0.01% 398

Other funds holding ROKT

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
HWMA
Heritage Wealth Management (Arizona) Phoenix, Arizona $180M AUM
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Better Money Decisions's ROKT Position: Q3 2022 in Review

Better Money Decisions sold out of State Street SPDR S&P Kensho Final Frontiers ETF (ROKT) in Q3 2022, closing a stake of 126 shares — an estimated $4K sold.

Better Money Decisions first reported a position in ROKT in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 16 funds tracked by Wall St. Rank hold ROKT as of Q3 2022.

  • Better Money Decisions reported no remaining State Street SPDR S&P Kensho Final Frontiers ETF position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 126 State Street SPDR S&P Kensho Final Frontiers ETF shares in Q3 2022, an estimated $4K.
  • Better Money Decisions first reported a position in State Street SPDR S&P Kensho Final Frontiers ETF in Q2 2022 and held it in 1 quarter.
  • Better Money Decisions's State Street SPDR S&P Kensho Final Frontiers ETF position peaked at $4K in Q2 2022.
  • 16 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Final Frontiers ETF as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.