ABLE Financial Group’s Invesco Rochester High Yield Municipal ETF IROC Stock Holding History

ABLE Financial Group’s Portfolio IROC Stock Details IROC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.7M	Buy	53,633 +4,630	+9%	+$236K	0.53%	49
2025 Q4	$2.48M	Buy	49,003 +6,548	+15%	+$333K	0.5%	45
2025 Q3	$2.15M	Buy	42,455 +26,130	+160%	+$1.31M	0.47%	52
2025 Q2	$820K	Buy	16,325 +3,808	+30%	+$191K	0.2%	88
2025 Q1	$637K	Buy	12,517 +5,810	+87%	+$298K	0.18%	89
2024 Q4	$343K	Buy	+6,707	New	+$345K	0.1%	137

Other funds holding IROC

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.37B AUM 28.26% 1-Year Est. Return

ABLE Financial Group's IROC Position: Q1 2026 in Review

ABLE Financial Group increased its Invesco Rochester High Yield Municipal ETF (IROC) stake by 9.4% in Q1 2026, buying an estimated $236K and bringing the position to 53,633 shares worth $2.7M. The position accounts for 0.53% of the portfolio, ranked #49.

ABLE Financial Group first reported a position in IROC in Q4 2024 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold IROC as of Q1 2026.

ABLE Financial Group held 53,633 shares of Invesco Rochester High Yield Municipal ETF worth $2.7M as of Q1 2026.
ABLE Financial Group bought 4,630 Invesco Rochester High Yield Municipal ETF shares in Q1 2026, an estimated $236K.
Invesco Rochester High Yield Municipal ETF made up 0.53% of ABLE Financial Group's portfolio in Q1 2026, its #49 holding.
ABLE Financial Group first reported a position in Invesco Rochester High Yield Municipal ETF in Q4 2024 and has held it in 6 quarters since.
17 funds tracked by Wall St. Rank held Invesco Rochester High Yield Municipal ETF as of Q1 2026.

Based on ABLE Financial Group's 13F filing for Q1 2026, filed 21 Apr 2026.