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

Triad Wealth Partners’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
2024
Q3 		– Sell
-1
Closed -$45 – 715
2024
Q2 		$45 Buy
+1
New +$44 ﹤0.01% 975

Other funds holding ROKT

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CPA
Clear Point Advisors Melville, New York $129M AUM 12.02% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Triad Wealth Partners's ROKT Position: Q3 2024 in Review

Triad Wealth Partners sold out of State Street SPDR S&P Kensho Final Frontiers ETF (ROKT) in Q3 2024, closing a stake of 1 share — an estimated $45 sold.

Triad Wealth Partners first reported a position in ROKT in Q2 2024 and held it in 1 quarter. The position peaked at $45 in Q2 2024. 11 funds tracked by Wall St. Rank hold ROKT as of Q3 2024.

  • Triad Wealth Partners reported no remaining State Street SPDR S&P Kensho Final Frontiers ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 1 State Street SPDR S&P Kensho Final Frontiers ETF share in Q3 2024, an estimated $45.
  • Triad Wealth Partners first reported a position in State Street SPDR S&P Kensho Final Frontiers ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's State Street SPDR S&P Kensho Final Frontiers ETF position peaked at $45 in Q2 2024.
  • 11 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Final Frontiers ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.