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

Moulton Wealth 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 Q2	–	Sell	-28,176	Closed	-$2.58M	–	70
2026 Q1	$2.58M	Buy	+28,176	New	+$2.84M	1.75%	14

Other funds holding ROKT

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Moulton Wealth Management's ROKT Position: Q2 2026 in Review

Moulton Wealth Management sold out of State Street SPDR S&P Kensho Final Frontiers ETF (ROKT) in Q2 2026, closing a stake of 28,176 shares — an estimated $2.58M sold.

Moulton Wealth Management first reported a position in ROKT in Q1 2026 and held it in 1 quarter. The position peaked at $2.58M in Q1 2026. 4 funds tracked by Wall St. Rank hold ROKT as of Q2 2026.

Moulton Wealth Management reported no remaining State Street SPDR S&P Kensho Final Frontiers ETF position as of Q2 2026 after selling out during the quarter.
Moulton Wealth Management sold 28,176 State Street SPDR S&P Kensho Final Frontiers ETF shares in Q2 2026, an estimated $2.58M.
Moulton Wealth Management first reported a position in State Street SPDR S&P Kensho Final Frontiers ETF in Q1 2026 and held it in 1 quarter.
Moulton Wealth Management's State Street SPDR S&P Kensho Final Frontiers ETF position peaked at $2.58M in Q1 2026.
4 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Final Frontiers ETF as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.