Clearview Wealth Advisors’s State Street SPDR S&P Kensho Final Frontiers ETF ROKT Stock Holding History

Clearview Wealth Advisors’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
2023 Q3	–	Sell	-166	Closed	-$7.26K	–	513
2023 Q2	$7.26K	Buy	166 +1	+0.6%	+$41	0.01%	395
2023 Q1	$6.76K	Hold	165	–	–	0.01%	403
2022 Q4	$6.51K	Hold	165	–	–	0.01%	371
2022 Q3	$5K	Buy	165 +1	+0.6%	+$37	﹤0.01%	415
2022 Q2	$6K	Hold	164	–	–	﹤0.01%	421
2022 Q1	$7K	Hold	164	–	–	﹤0.01%	423
2021 Q4	$7K	Hold	164	–	–	﹤0.01%	459
2021 Q3	$7K	Hold	164	–	–	﹤0.01%	469
2021 Q2	$7K	Hold	164	–	–	﹤0.01%	481
2021 Q1	$7K	Buy	164 +3	+2%	+$120	﹤0.01%	456
2020 Q4	$6K	Buy	+161	New	+$5.69K	﹤0.01%	436

Other funds holding ROKT

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

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

GWANC

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Clearview Wealth Advisors's ROKT Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of State Street SPDR S&P Kensho Final Frontiers ETF (ROKT) in Q3 2023, closing a stake of 166 shares — an estimated $7.26K sold.

Clearview Wealth Advisors first reported a position in ROKT in Q4 2020 and held it in 11 quarters. The position peaked at $7.26K in Q2 2023. 12 funds tracked by Wall St. Rank hold ROKT as of Q3 2023.

Clearview Wealth Advisors reported no remaining State Street SPDR S&P Kensho Final Frontiers ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 166 State Street SPDR S&P Kensho Final Frontiers ETF shares in Q3 2023, an estimated $7.26K.
Clearview Wealth Advisors first reported a position in State Street SPDR S&P Kensho Final Frontiers ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's State Street SPDR S&P Kensho Final Frontiers ETF position peaked at $7.26K in Q2 2023.
12 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Final Frontiers ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.