Great Valley Advisor Group’s Invesco Rochester High Yield Municipal ETF IROC Stock Holding History

Great Valley Advisor Group’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	$353K	Buy	+7,367	New	+$369K	0.01%	878

Other funds holding IROC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Ashton Thomas Securities Rochester, New York $944M AUM 17.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Naples Global Advisors Naples, Florida $1.59B AUM 35.06% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Great Valley Advisor Group's IROC Position: Q3 2026 in Review

Great Valley Advisor Group opened a new position in Invesco Rochester High Yield Municipal ETF (IROC) in Q3 2026: 7,367 shares worth $353K. The stake represents 0.01% of the portfolio and ranks #878 among its holdings.

16 funds tracked by Wall St. Rank hold IROC as of Q3 2026.

Great Valley Advisor Group held 7,367 shares of Invesco Rochester High Yield Municipal ETF worth $353K as of Q3 2026.
Invesco Rochester High Yield Municipal ETF was a new Great Valley Advisor Group position in Q3 2026.
Invesco Rochester High Yield Municipal ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q3 2026, its #878 holding.
16 funds tracked by Wall St. Rank held Invesco Rochester High Yield Municipal ETF as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.