U.S. Capital Wealth Advisors’s State Street SPDR S&P Kensho Final Frontiers ETF ROKT Stock Holding History

U.S. Capital Wealth Advisors’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
2023 Q1	–	Sell	-820	Closed	-$32.3K	–	1340
2022 Q4	$32.3K	Buy	+820	New	+$31.1K	﹤0.01%	989

Other funds holding ROKT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OIA

Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

GWANC

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

U.S. Capital Wealth Advisors's ROKT Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of State Street SPDR S&P Kensho Final Frontiers ETF (ROKT) in Q1 2023, closing a stake of 820 shares — an estimated $32.3K sold.

U.S. Capital Wealth Advisors first reported a position in ROKT in Q4 2022 and held it in 1 quarter. The position peaked at $32.3K in Q4 2022. 14 funds tracked by Wall St. Rank hold ROKT as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining State Street SPDR S&P Kensho Final Frontiers ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 820 State Street SPDR S&P Kensho Final Frontiers ETF shares in Q1 2023, an estimated $32.3K.
U.S. Capital Wealth Advisors first reported a position in State Street SPDR S&P Kensho Final Frontiers ETF in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's State Street SPDR S&P Kensho Final Frontiers ETF position peaked at $32.3K in Q4 2022.
14 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Final Frontiers ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.