Financial Engines Advisors
ROKT icon

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

Financial Engines 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
2022
Q2 		– Sell
-6,633
Closed -$274K – 326
2022
Q1 		$274K Sell
6,633
-124
-2% -$4.84K ﹤0.01% 266
2021
Q4 		$270K Buy
+6,757
New +$272K ﹤0.01% 232

Other funds holding ROKT

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
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
CWA
Clearview Wealth Advisors Salem, Oregon $158M AUM 14.25% 1-Year Est. Return

Financial Engines Advisors's ROKT Position: Q2 2022 in Review

Financial Engines Advisors sold out of State Street SPDR S&P Kensho Final Frontiers ETF (ROKT) in Q2 2022, closing a stake of 6,633 shares — an estimated $274K sold.

Financial Engines Advisors first reported a position in ROKT in Q4 2021 and held it in 2 quarters. The position peaked at $274K in Q1 2022. 15 funds tracked by Wall St. Rank hold ROKT as of Q2 2022.

  • Financial Engines Advisors reported no remaining State Street SPDR S&P Kensho Final Frontiers ETF position as of Q2 2022 after selling out during the quarter.
  • Financial Engines Advisors sold 6,633 State Street SPDR S&P Kensho Final Frontiers ETF shares in Q2 2022, an estimated $274K.
  • Financial Engines Advisors first reported a position in State Street SPDR S&P Kensho Final Frontiers ETF in Q4 2021 and held it in 2 quarters.
  • Financial Engines Advisors's State Street SPDR S&P Kensho Final Frontiers ETF position peaked at $274K in Q1 2022.
  • 15 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Final Frontiers ETF as of Q2 2022.

Based on Financial Engines Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.