SOA Wealth Advisors’s Roku ROKU Stock Holding History

SOA Wealth Advisors’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 Q2	$6.35K	Buy	+46	New	+$5.61K	﹤0.01%	675
2022 Q2	–	Sell	-369	Closed	-$46K	–	998
2022 Q1	$46K	Buy	369 +294	+392%	+$43.1K	0.01%	324
2021 Q4	$17K	Hold	75	–	–	﹤0.01%	474
2021 Q3	$23K	Sell	75 -50	-40%	-$18.8K	0.01%	433
2021 Q2	$57K	Buy	+125	New	+$44.2K	0.01%	295

Other funds holding ROKU

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ECM

Empirical Capital Management Hendersonville, Tennessee $366M AUM 40.78% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

HCMT

Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOA Wealth Advisors's ROKU Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in Roku (ROKU) in Q2 2026: 46 shares worth $6.35K. The stake represents ﹤0.01% of the portfolio and ranks #675 among its holdings. This is a return to the name: SOA Wealth Advisors previously reported a position in ROKU as recently as Q1 2022.

SOA Wealth Advisors first reported a position in ROKU in Q2 2021 and has held it in 5 quarters since. The position peaked at $57K in Q2 2021. 119 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

SOA Wealth Advisors held 46 shares of Roku worth $6.35K as of Q2 2026.
Roku was a new SOA Wealth Advisors position in Q2 2026.
Roku made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #675 holding.
SOA Wealth Advisors first reported a position in Roku in Q2 2021 and has held it in 5 quarters since.
SOA Wealth Advisors's Roku position peaked at $57K in Q2 2021.
119 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.