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Virginia Estate & Retirement Planning Advisors’s State Street SPDR S&P Kensho Final Frontiers ETF ROKT Stock Holding History

Virginia Estate & Retirement Planning 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
2026
Q2 		$405K Buy
+4,561
New +$531K 0.49% 15

Other funds holding ROKT

UA
URS Advisory Jupiter, Florida $180M AUM
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FPW
Flagship Private Wealth Woburn, Massachusetts $283M AUM 22.48% 1-Year Est. Return
VFO
Virtus Family Office El Paso, Texas $126M AUM 23.36% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM

Virginia Estate & Retirement Planning Advisors's ROKT Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors opened a new position in State Street SPDR S&P Kensho Final Frontiers ETF (ROKT) in Q2 2026: 4,561 shares worth $405K. The stake represents 0.49% of the portfolio and ranks #15 among its holdings.

17 funds tracked by Wall St. Rank hold ROKT as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 4,561 shares of State Street SPDR S&P Kensho Final Frontiers ETF worth $405K as of Q2 2026.
  • State Street SPDR S&P Kensho Final Frontiers ETF was a new Virginia Estate & Retirement Planning Advisors position in Q2 2026.
  • State Street SPDR S&P Kensho Final Frontiers ETF made up 0.49% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #15 holding.
  • 17 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Final Frontiers ETF as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.