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

Garton & Associates Financial 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
2026
Q1 		– Sell
-201
Closed -$17.1K – 577
2025
Q4 		$17.1K Buy
+201
New +$16K 0.01% 694

Other funds holding ROKT

MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
LOIM
Liberty One Investment Management Libertyville, Illinois $1B AUM 16.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BWM
Benson Wealth Management Ooltewah, Tn, Tennessee $99.4M AUM
VFO
Virtus Family Office El Paso, Texas $126M AUM 23.36% 1-Year Est. Return

Garton & Associates Financial Advisors's ROKT Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of State Street SPDR S&P Kensho Final Frontiers ETF (ROKT) in Q1 2026, closing a stake of 201 shares — an estimated $17.1K sold.

Garton & Associates Financial Advisors first reported a position in ROKT in Q4 2025 and held it in 1 quarter. The position peaked at $17.1K in Q4 2025. 26 funds tracked by Wall St. Rank hold ROKT as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining State Street SPDR S&P Kensho Final Frontiers ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 201 State Street SPDR S&P Kensho Final Frontiers ETF shares in Q1 2026, an estimated $17.1K.
  • Garton & Associates Financial Advisors first reported a position in State Street SPDR S&P Kensho Final Frontiers ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's State Street SPDR S&P Kensho Final Frontiers ETF position peaked at $17.1K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Final Frontiers ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.