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Kingswood Wealth Advisors’s State Street SPDR S&P Kensho Final Frontiers ETF ROKT Stock Holding History

Kingswood Wealth 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
Q2 		$312K Buy
+2,611
New +$304K 0.01% 760

Other funds holding ROKT

UA
URS Advisory Jupiter, Florida $180M AUM
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
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

Kingswood Wealth Advisors's ROKT Position: Q2 2026 in Review

Kingswood Wealth Advisors opened a new position in State Street SPDR S&P Kensho Final Frontiers ETF (ROKT) in Q2 2026: 2,611 shares worth $312K. The stake represents 0.01% of the portfolio and ranks #760 among its holdings.

11 funds tracked by Wall St. Rank hold ROKT as of Q2 2026.

  • Kingswood Wealth Advisors held 2,611 shares of State Street SPDR S&P Kensho Final Frontiers ETF worth $312K as of Q2 2026.
  • State Street SPDR S&P Kensho Final Frontiers ETF was a new Kingswood Wealth Advisors position in Q2 2026.
  • State Street SPDR S&P Kensho Final Frontiers ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #760 holding.
  • 11 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Final Frontiers ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.