Daymark Wealth Partners
ROCY icon

Daymark Wealth Partners’s JPMorgan Equity Premium Yield ETF ROCY Stock Holding History

Daymark Wealth Partners’s Portfolio ROCY Stock Details ROCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$485K Buy
8,820
+449
+5% +$24.6K 0.01% 533
2026
Q2 		$453K Buy
+8,371
New +$445K 0.01% 514

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Benchmark Financial
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SFC
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NBZ Investment Advisors
NBZ Investment Advisors Knoxville, Tennessee $259M AUM 11.25% 1-Year Est. Return
Reyes Financial Architecture
Reyes Financial Architecture San Diego, California $162M AUM 20.04% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
SWP
Semus Wealth Partners Boca Raton, Florida $220M AUM 21.43% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Daymark Wealth Partners's ROCY Position: Q3 2026 in Review

Daymark Wealth Partners increased its JPMorgan Equity Premium Yield ETF (ROCY) stake by 5.4% in Q3 2026, buying an estimated $24.6K and bringing the position to 8,820 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #533.

Daymark Wealth Partners first reported a position in ROCY in Q2 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold ROCY as of Q3 2026.

  • Daymark Wealth Partners held 8,820 shares of JPMorgan Equity Premium Yield ETF worth $485K as of Q3 2026.
  • Daymark Wealth Partners bought 449 JPMorgan Equity Premium Yield ETF shares in Q3 2026, an estimated $24.6K.
  • JPMorgan Equity Premium Yield ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q3 2026, its #533 holding.
  • Daymark Wealth Partners first reported a position in JPMorgan Equity Premium Yield ETF in Q2 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held JPMorgan Equity Premium Yield ETF as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.