ABLE Financial Group
IROC icon

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
Q3 		$3.96M Buy
82,773
+15,191
+22% +$762K 0.62% 41
2026
Q2 		$3.47M Buy
67,582
+13,949
+26% +$709K 0.58% 45
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

AA
ACT Advisors Asheville, North Carolina $308M AUM 16.31% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ABLE Financial Group's IROC Position: Q3 2026 in Review

ABLE Financial Group increased its Invesco Rochester High Yield Municipal ETF (IROC) stake by 22% in Q3 2026, buying an estimated $762K and bringing the position to 82,773 shares worth $3.96M. The position accounts for 0.62% of the portfolio, ranked #41.

ABLE Financial Group first reported a position in IROC in Q4 2024 and has held it in 8 quarters since. 4 funds tracked by Wall St. Rank hold IROC as of Q3 2026.

  • ABLE Financial Group held 82,773 shares of Invesco Rochester High Yield Municipal ETF worth $3.96M as of Q3 2026.
  • ABLE Financial Group bought 15,191 Invesco Rochester High Yield Municipal ETF shares in Q3 2026, an estimated $762K.
  • Invesco Rochester High Yield Municipal ETF made up 0.62% of ABLE Financial Group's portfolio in Q3 2026, its #41 holding.
  • ABLE Financial Group first reported a position in Invesco Rochester High Yield Municipal ETF in Q4 2024 and has held it in 8 quarters since.
  • 4 funds tracked by Wall St. Rank held Invesco Rochester High Yield Municipal ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.