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Retirement Wealth Solutions’s Roku ROKU Stock Holding History

Retirement Wealth Solutions’s Portfolio ROKU Stock Details ROKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.57K Hold
30
– – ﹤0.01% 397
2026
Q2 		$4.14K Buy
30
+1
+3% +$122 ﹤0.01% 390
2026
Q1 		$2.74K Buy
29
+13
+81% +$1.27K ﹤0.01% 439
2025
Q4 		$1.74K Buy
16
+2
+14% +$203 ﹤0.01% 485
2025
Q3 		$1.4K Buy
+14
New +$1.29K ﹤0.01% 499

Other funds holding ROKU

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
WTG
West Tower Group Richmond, Virginia $27M AUM 33.41% 1-Year Est. Return

Retirement Wealth Solutions's ROKU Position: Q3 2026 in Review

Retirement Wealth Solutions held its Roku (ROKU) position steady in Q3 2026 at 30 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Retirement Wealth Solutions first reported a position in ROKU in Q3 2025 and has held it in 5 quarters since. 67 funds tracked by Wall St. Rank hold ROKU as of Q3 2026.

  • Retirement Wealth Solutions held 30 shares of Roku worth $4.57K as of Q3 2026.
  • Retirement Wealth Solutions left its Roku share count unchanged in Q3 2026.
  • Roku made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #397 holding.
  • Retirement Wealth Solutions first reported a position in Roku in Q3 2025 and has held it in 5 quarters since.
  • 67 funds tracked by Wall St. Rank held Roku as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.