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Fulcrum Equity Management’s State Street SPDR S&P Kensho Final Frontiers ETF ROKT Stock Holding History

Fulcrum Equity Management’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
2026
Q2 		$361K Buy
3,021
+95
+3% +$11.1K 0.26% 85
2026
Q1 		$291K Buy
+2,926
New +$295K 0.28% 92
2025
Q4 		– Sell
-12,461
Closed -$950K – 125
2025
Q3 		$950K Buy
+12,461
New +$872K 0.96% 24

Other funds holding ROKT

SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Fulcrum Equity Management's ROKT Position: Q2 2026 in Review

Fulcrum Equity Management increased its State Street SPDR S&P Kensho Final Frontiers ETF (ROKT) stake by 3.2% in Q2 2026, buying an estimated $11.1K and bringing the position to 3,021 shares worth $361K. The position accounts for 0.26% of the portfolio, ranked #85.

Fulcrum Equity Management first reported a position in ROKT in Q3 2025 and has held it in 3 quarters since. The position peaked at $950K in Q3 2025. 4 funds tracked by Wall St. Rank hold ROKT as of Q2 2026.

  • Fulcrum Equity Management held 3,021 shares of State Street SPDR S&P Kensho Final Frontiers ETF worth $361K as of Q2 2026.
  • Fulcrum Equity Management bought 95 State Street SPDR S&P Kensho Final Frontiers ETF shares in Q2 2026, an estimated $11.1K.
  • State Street SPDR S&P Kensho Final Frontiers ETF made up 0.26% of Fulcrum Equity Management's portfolio in Q2 2026, its #85 holding.
  • Fulcrum Equity Management first reported a position in State Street SPDR S&P Kensho Final Frontiers ETF in Q3 2025 and has held it in 3 quarters since.
  • Fulcrum Equity Management's State Street SPDR S&P Kensho Final Frontiers ETF position peaked at $950K in Q3 2025.
  • 4 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Final Frontiers ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.