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

Cary Street Partners’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	$14.1M	Buy	+244,888	New	+$13.5M	0.31%	74

Other funds holding ROCQ

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

RFA

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

UIA

Ulland Investment Advisors Minneapolis, Minnesota $136M AUM 32.68% 1-Year Est. Return

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

Cary Street Partners opened a new position in JPMorgan Nasdaq Equity Premium Yield ETF (ROCQ) in Q2 2026: 244,888 shares worth $14.1M. The stake represents 0.31% of the portfolio and ranks #74 among its holdings.

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

Cary Street Partners held 244,888 shares of JPMorgan Nasdaq Equity Premium Yield ETF worth $14.1M as of Q2 2026.
JPMorgan Nasdaq Equity Premium Yield ETF was a new Cary Street Partners position in Q2 2026.
JPMorgan Nasdaq Equity Premium Yield ETF made up 0.31% of Cary Street Partners's portfolio in Q2 2026, its #74 holding.
5 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Yield ETF as of Q2 2026.

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