Great Valley Advisor Group’s JPMorgan Nasdaq Equity Premium Yield ETF ROCQ Stock Holding History

Great Valley Advisor 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	$387K	Buy	+6,846	New	+$380K	0.01%	845

Other funds holding ROCQ

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

NBZ Investment Advisors Knoxville, Tennessee $259M AUM 11.25% 1-Year Est. Return

Daymark Wealth Partners Cincinnati, Ohio $4.41B AUM 22.52% 1-Year Est. Return

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 Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

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

Great Valley Advisor Group opened a new position in JPMorgan Nasdaq Equity Premium Yield ETF (ROCQ) in Q3 2026: 6,846 shares worth $387K. The stake represents 0.01% of the portfolio and ranks #845 among its holdings.

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

Great Valley Advisor Group held 6,846 shares of JPMorgan Nasdaq Equity Premium Yield ETF worth $387K as of Q3 2026.
JPMorgan Nasdaq Equity Premium Yield ETF was a new Great Valley Advisor Group position in Q3 2026.
JPMorgan Nasdaq Equity Premium Yield ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q3 2026, its #845 holding.
17 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Yield ETF as of Q3 2026.

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