Curtis Advisory Group
ROCQ icon

Curtis Advisory Group’s JPMorgan Nasdaq Equity Premium Yield ETF ROCQ Stock Holding History

Curtis Advisory Group’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
Q3 		$207K Buy
+3,662
New +$203K 0.04% 119

Other funds holding ROCQ

PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
SWP
Semus Wealth Partners Boca Raton, Florida $220M AUM 21.43% 1-Year Est. Return
Ulland Investment Advisors
Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return
Maia Wealth
Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
High Note Wealth
High Note Wealth Deephaven, Minnesota $610M AUM 17.21% 1-Year Est. Return

Curtis Advisory Group's ROCQ Position: Q3 2026 in Review

Curtis Advisory Group opened a new position in JPMorgan Nasdaq Equity Premium Yield ETF (ROCQ) in Q3 2026: 3,662 shares worth $207K. The stake represents 0.04% of the portfolio and ranks #119 among its holdings.

8 funds tracked by Wall St. Rank hold ROCQ as of Q3 2026.

  • Curtis Advisory Group held 3,662 shares of JPMorgan Nasdaq Equity Premium Yield ETF worth $207K as of Q3 2026.
  • JPMorgan Nasdaq Equity Premium Yield ETF was a new Curtis Advisory Group position in Q3 2026.
  • JPMorgan Nasdaq Equity Premium Yield ETF made up 0.04% of Curtis Advisory Group's portfolio in Q3 2026, its #119 holding.
  • 8 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Yield ETF as of Q3 2026.

Based on Curtis Advisory Group's 13F filing for Q3 2026, filed 28 Oct 2026.