Liberty One Investment Management’s State Street SPDR S&P Kensho Final Frontiers ETF ROKT Stock Holding History

Liberty One Investment Management’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	$1.21M	Buy	+12,176	New	+$1.23M	0.12%	94

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

BWM

Benson Wealth Management Ooltewah, Tn, Tennessee $73.1M AUM

VFO

Virtus Family Office El Paso, Texas $117M AUM 20.51% 1-Year Est. Return

CCC

Compass Capital Corp Braintree, Massachusetts $279M AUM 28.36% 1-Year Est. Return

Liberty One Investment Management's ROKT Position: Q1 2026 in Review

Liberty One Investment Management opened a new position in State Street SPDR S&P Kensho Final Frontiers ETF (ROKT) in Q1 2026: 12,176 shares worth $1.21M. The stake represents 0.12% of the portfolio and ranks #94 among its holdings.

26 funds tracked by Wall St. Rank hold ROKT as of Q1 2026.

Liberty One Investment Management held 12,176 shares of State Street SPDR S&P Kensho Final Frontiers ETF worth $1.21M as of Q1 2026.
State Street SPDR S&P Kensho Final Frontiers ETF was a new Liberty One Investment Management position in Q1 2026.
State Street SPDR S&P Kensho Final Frontiers ETF made up 0.12% of Liberty One Investment Management's portfolio in Q1 2026, its #94 holding.
26 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Final Frontiers ETF as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.