CAL
IROC

Capital Analysts LLC’s Invesco Rochester High Yield Municipal ETF IROC Stock Holding History

Capital Analysts LLC’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 		$1.51M Buy
30,065
+3,289
+12% +$167K 0.04% 277
2025
Q4 		$1.36M Buy
26,776
+1,573
+6% +$79.9K 0.04% 277
2025
Q3 		$1.28M Buy
+25,203
New +$1.26M 0.04% 278

Other funds holding IROC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $511M AUM 17.85% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
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

Capital Analysts LLC's IROC Position: Q1 2026 in Review

Capital Analysts LLC increased its Invesco Rochester High Yield Municipal ETF (IROC) stake by 12% in Q1 2026, buying an estimated $167K and bringing the position to 30,065 shares worth $1.51M. The position accounts for 0.04% of the portfolio, ranked #277.

Capital Analysts LLC first reported a position in IROC in Q3 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold IROC as of Q1 2026.

  • Capital Analysts LLC held 30,065 shares of Invesco Rochester High Yield Municipal ETF worth $1.51M as of Q1 2026.
  • Capital Analysts LLC bought 3,289 Invesco Rochester High Yield Municipal ETF shares in Q1 2026, an estimated $167K.
  • Invesco Rochester High Yield Municipal ETF made up 0.04% of Capital Analysts LLC's portfolio in Q1 2026, its #277 holding.
  • Capital Analysts LLC first reported a position in Invesco Rochester High Yield Municipal ETF in Q3 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Invesco Rochester High Yield Municipal ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.