BFC Planning, Inc.’s State Street SPDR S&P Kensho Final Frontiers ETF ROKT Stock Holding History

BFC Planning, Inc.’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 Q3	$728	Buy	7 +2	+40%	+$223	﹤0.01%	3232
2026 Q2	$597	Sell	5 -2	-29%	-$233	﹤0.01%	3229
2026 Q1	$696	Hold	7	–	–	﹤0.01%	2803
2025 Q4	$596	Sell	7 -2	-22%	-$160	﹤0.01%	2892
2025 Q3	$686	Hold	9	–	–	﹤0.01%	2701
2025 Q2	$580	Hold	9	–	–	﹤0.01%	2527
2025 Q1	$480	Hold	9	–	–	﹤0.01%	2518
2024 Q4	$511	Hold	9	–	–	﹤0.01%	2473
2024 Q3	$456	Buy	+9	New	+$429	﹤0.01%	2482

Other funds holding ROKT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

Endowment Wealth Management Appleton, Wisconsin $292M AUM 11.49% 1-Year Est. Return

Benson Wealth Management Ooltewah, Tn, Tennessee $102M AUM 16.54% 1-Year Est. Return

Curran Financial Partners Daniel Island, South Carolina $615M AUM 8.79% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

BFC Planning, Inc.'s ROKT Position: Q3 2026 in Review

BFC Planning, Inc. increased its State Street SPDR S&P Kensho Final Frontiers ETF (ROKT) stake by 40% in Q3 2026, buying an estimated $223 and bringing the position to 7 shares worth $728. The position accounts for ﹤0.01% of the portfolio, ranked #3232.

BFC Planning, Inc. first reported a position in ROKT in Q3 2024 and has held it in 9 quarters since. 42 funds tracked by Wall St. Rank hold ROKT as of Q3 2026.

BFC Planning, Inc. held 7 shares of State Street SPDR S&P Kensho Final Frontiers ETF worth $728 as of Q3 2026.
BFC Planning, Inc. bought 2 State Street SPDR S&P Kensho Final Frontiers ETF shares in Q3 2026, an estimated $223.
State Street SPDR S&P Kensho Final Frontiers ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #3232 holding.
BFC Planning, Inc. first reported a position in State Street SPDR S&P Kensho Final Frontiers ETF in Q3 2024 and has held it in 9 quarters since.
42 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Final Frontiers ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.