Virtus Family Office’s State Street SPDR S&P Kensho Final Frontiers ETF ROKT Stock Holding History

Virtus Family Office’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 Q1	$378K	Hold	3,802	–	–	0.32%	58
2025 Q4	$324K	Buy	+3,802	New	+$303K	0.28%	58

Other funds holding ROKT

MWM

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return

LOIM

Liberty One Investment Management Libertyville, Illinois $970M AUM 12.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

BWM

Benson Wealth Management Ooltewah, Tn, Tennessee $73.1M AUM

CCC

Compass Capital Corp Braintree, Massachusetts $279M AUM 28.36% 1-Year Est. Return

Virtus Family Office's ROKT Position: Q1 2026 in Review

Virtus Family Office held its State Street SPDR S&P Kensho Final Frontiers ETF (ROKT) position steady in Q1 2026 at 3,802 shares worth $378K. The position accounts for 0.32% of the portfolio, ranked #58.

Virtus Family Office first reported a position in ROKT in Q4 2025 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold ROKT as of Q1 2026.

Virtus Family Office held 3,802 shares of State Street SPDR S&P Kensho Final Frontiers ETF worth $378K as of Q1 2026.
Virtus Family Office left its State Street SPDR S&P Kensho Final Frontiers ETF share count unchanged in Q1 2026.
State Street SPDR S&P Kensho Final Frontiers ETF made up 0.32% of Virtus Family Office's portfolio in Q1 2026, its #58 holding.
Virtus Family Office first reported a position in State Street SPDR S&P Kensho Final Frontiers ETF in Q4 2025 and has held it in 2 quarters since.
26 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Final Frontiers ETF as of Q1 2026.

Based on Virtus Family Office's 13F filing for Q1 2026, filed 7 May 2026.