Guardian Wealth Advisors (North Carolina)’s State Street SPDR S&P Kensho Final Frontiers ETF ROKT Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2024 Q2	–	Sell	-200	Closed	-$8.97K	–	458
2024 Q1	$8.97K	Hold	200	–	–	﹤0.01%	390
2023 Q4	$8.94K	Hold	200	–	–	﹤0.01%	384
2023 Q3	$7.88K	Hold	200	–	–	﹤0.01%	365
2023 Q2	$8.75K	Hold	200	–	–	﹤0.01%	345
2023 Q1	$8.16K	Hold	200	–	–	﹤0.01%	344
2022 Q4	$7.87K	Hold	200	–	–	﹤0.01%	322
2022 Q3	$7K	Hold	200	–	–	﹤0.01%	301
2022 Q2	$7K	Buy	+200	New	+$7.6K	﹤0.01%	302

Other funds holding ROKT

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OIA

Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NSIM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RIA

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

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

CPA

Clear Point Advisors Melville, New York $129M AUM 12.02% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s ROKT Position: Q2 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street SPDR S&P Kensho Final Frontiers ETF (ROKT) in Q2 2024, closing a stake of 200 shares — an estimated $8.97K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in ROKT in Q2 2022 and held it in 8 quarters. The position peaked at $8.97K in Q1 2024. 12 funds tracked by Wall St. Rank hold ROKT as of Q2 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining State Street SPDR S&P Kensho Final Frontiers ETF position as of Q2 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 200 State Street SPDR S&P Kensho Final Frontiers ETF shares in Q2 2024, an estimated $8.97K.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR S&P Kensho Final Frontiers ETF in Q2 2022 and held it in 8 quarters.
Guardian Wealth Advisors (North Carolina)'s State Street SPDR S&P Kensho Final Frontiers ETF position peaked at $8.97K in Q1 2024.
12 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Final Frontiers ETF as of Q2 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2024, filed 14 Aug 2024.