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Innovative Asset Advisors Group’s State Street SPDR S&P Kensho Final Frontiers ETF ROKT Stock Holding History

Innovative Asset Advisors Group’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 		$114K Buy
950
+650
+217% +$75.7K 0.05% 221
2026
Q1 		$29.8K Buy
+300
New +$30.2K 0.02% 419

Other funds holding ROKT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
UA
URS Advisory Jupiter, Florida $180M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LOIM
Liberty One Investment Management Libertyville, Illinois $1B AUM 16.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Innovative Asset Advisors Group's ROKT Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its State Street SPDR S&P Kensho Final Frontiers ETF (ROKT) stake by 217% in Q2 2026, buying an estimated $75.7K and bringing the position to 950 shares worth $114K. The position accounts for 0.05% of the portfolio, ranked #221.

Innovative Asset Advisors Group first reported a position in ROKT in Q1 2026 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold ROKT as of Q2 2026.

  • Innovative Asset Advisors Group held 950 shares of State Street SPDR S&P Kensho Final Frontiers ETF worth $114K as of Q2 2026.
  • Innovative Asset Advisors Group bought 650 State Street SPDR S&P Kensho Final Frontiers ETF shares in Q2 2026, an estimated $75.7K.
  • State Street SPDR S&P Kensho Final Frontiers ETF made up 0.05% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #221 holding.
  • Innovative Asset Advisors Group first reported a position in State Street SPDR S&P Kensho Final Frontiers ETF in Q1 2026 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Final Frontiers ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.