CSPIA
ROCQ

Cary Street Partners Investment Advisory’s JPMorgan Nasdaq Equity Premium Yield ETF ROCQ Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio ROCQ Stock Details ROCQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.18M Buy
+20,545
New +$1.13M 0.24% 99

Other funds holding ROCQ

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cary Street Partners Investment Advisory's ROCQ Position: Q2 2026 in Review

Cary Street Partners Investment Advisory opened a new position in JPMorgan Nasdaq Equity Premium Yield ETF (ROCQ) in Q2 2026: 20,545 shares worth $1.18M. The stake represents 0.24% of the portfolio and ranks #99 among its holdings.

14 funds tracked by Wall St. Rank hold ROCQ as of Q2 2026.

  • Cary Street Partners Investment Advisory held 20,545 shares of JPMorgan Nasdaq Equity Premium Yield ETF worth $1.18M as of Q2 2026.
  • JPMorgan Nasdaq Equity Premium Yield ETF was a new Cary Street Partners Investment Advisory position in Q2 2026.
  • JPMorgan Nasdaq Equity Premium Yield ETF made up 0.24% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #99 holding.
  • 14 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Yield ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.