Gladstone Institutional Advisory
IROC icon

Gladstone Institutional Advisory’s Invesco Rochester High Yield Municipal ETF IROC Stock Holding History

Gladstone Institutional Advisory’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 		$1.9M Buy
39,727
+112
+0.3% +$5.62K 0.05% 324
2026
Q2 		$2.03M Buy
39,615
+1,030
+3% +$52.3K 0.06% 291
2026
Q1 		$1.94M Buy
+38,585
New +$1.96M 0.07% 270

Other funds holding IROC

Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $7.1B AUM
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Ashton Thomas Securities
Ashton Thomas Securities Rochester, New York $944M AUM 17.07% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Capital Analysts LLC
Capital Analysts LLC Fort Washington, Pennsylvania $4.61B AUM 11.09% 1-Year Est. Return

Gladstone Institutional Advisory's IROC Position: Q3 2026 in Review

Gladstone Institutional Advisory increased its Invesco Rochester High Yield Municipal ETF (IROC) stake by 0.28% in Q3 2026, buying an estimated $5.62K and bringing the position to 39,727 shares worth $1.9M. The position accounts for 0.05% of the portfolio, ranked #324.

Gladstone Institutional Advisory first reported a position in IROC in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.03M in Q2 2026. 31 funds tracked by Wall St. Rank hold IROC as of Q3 2026.

  • Gladstone Institutional Advisory held 39,727 shares of Invesco Rochester High Yield Municipal ETF worth $1.9M as of Q3 2026.
  • Gladstone Institutional Advisory bought 112 Invesco Rochester High Yield Municipal ETF shares in Q3 2026, an estimated $5.62K.
  • Invesco Rochester High Yield Municipal ETF made up 0.05% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #324 holding.
  • Gladstone Institutional Advisory first reported a position in Invesco Rochester High Yield Municipal ETF in Q1 2026 and has held it in 3 quarters since.
  • Gladstone Institutional Advisory's Invesco Rochester High Yield Municipal ETF position peaked at $2.03M in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Invesco Rochester High Yield Municipal ETF as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.