GIA
IROC

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
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 $1.26T AUM 61.52% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Gladstone Institutional Advisory's IROC Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Invesco Rochester High Yield Municipal ETF (IROC) stake by 2.7% in Q2 2026, buying an estimated $52.3K and bringing the position to 39,615 shares worth $2.03M. The position accounts for 0.06% of the portfolio, ranked #291.

Gladstone Institutional Advisory first reported a position in IROC in Q1 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold IROC as of Q2 2026.

  • Gladstone Institutional Advisory held 39,615 shares of Invesco Rochester High Yield Municipal ETF worth $2.03M as of Q2 2026.
  • Gladstone Institutional Advisory bought 1,030 Invesco Rochester High Yield Municipal ETF shares in Q2 2026, an estimated $52.3K.
  • Invesco Rochester High Yield Municipal ETF made up 0.06% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #291 holding.
  • Gladstone Institutional Advisory first reported a position in Invesco Rochester High Yield Municipal ETF in Q1 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held Invesco Rochester High Yield Municipal ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.