CoreCap Advisors’s Invesco Rochester High Yield Municipal ETF IROC Stock Holding History

CoreCap Advisors’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	$269K	Sell	5,616 -130	-2%	-$6.52K	0.01%	747
2026 Q2	$295K	Buy	5,746 +397	+7%	+$20.2K	0.01%	714
2026 Q1	$269K	Hold	5,349	–	–	0.01%	698
2025 Q4	$271K	Hold	5,349	–	–	0.01%	687
2025 Q3	$271K	Buy	5,349 +17	+0.3%	+$849	0.01%	703
2025 Q2	$268K	Buy	+5,332	New	+$267K	0.01%	660

Other funds holding IROC

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $308M AUM 16.31% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors's IROC Position: Q3 2026 in Review

CoreCap Advisors reduced its Invesco Rochester High Yield Municipal ETF (IROC) stake by 2.3% in Q3 2026, selling an estimated $6.52K and leaving 5,616 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #747.

CoreCap Advisors first reported a position in IROC in Q2 2025 and has held it in 6 quarters since. The position peaked at $295K in Q2 2026. 5 funds tracked by Wall St. Rank hold IROC as of Q3 2026.

CoreCap Advisors held 5,616 shares of Invesco Rochester High Yield Municipal ETF worth $269K as of Q3 2026.
CoreCap Advisors sold 130 Invesco Rochester High Yield Municipal ETF shares in Q3 2026, an estimated $6.52K.
Invesco Rochester High Yield Municipal ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #747 holding.
CoreCap Advisors first reported a position in Invesco Rochester High Yield Municipal ETF in Q2 2025 and has held it in 6 quarters since.
CoreCap Advisors's Invesco Rochester High Yield Municipal ETF position peaked at $295K in Q2 2026.
5 funds tracked by Wall St. Rank held Invesco Rochester High Yield Municipal ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.