HighTower Advisors
ROCQ icon

HighTower Advisors’s JPMorgan Nasdaq Equity Premium Yield ETF ROCQ Stock Holding History

HighTower Advisors’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 		$7.78M Buy
137,550
+48,451
+54% +$2.69M 0.01% 1052
2026
Q2 		$5.14M Buy
+89,099
New +$4.91M ﹤0.01% 1231

Other funds holding ROCQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
NBZ Investment Advisors
NBZ Investment Advisors Knoxville, Tennessee $259M AUM 11.25% 1-Year Est. Return
Daymark Wealth Partners
Daymark Wealth Partners Cincinnati, Ohio $4.41B AUM 22.52% 1-Year Est. Return
Dynamic Advisor Solutions
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
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
Ulland Investment Advisors
Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return
Maia Wealth
Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

HighTower Advisors's ROCQ Position: Q3 2026 in Review

HighTower Advisors increased its JPMorgan Nasdaq Equity Premium Yield ETF (ROCQ) stake by 54% in Q3 2026, buying an estimated $2.69M and bringing the position to 137,550 shares worth $7.78M. The position accounts for 0.01% of the portfolio, ranked #1052.

HighTower Advisors first reported a position in ROCQ in Q2 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold ROCQ as of Q3 2026.

  • HighTower Advisors held 137,550 shares of JPMorgan Nasdaq Equity Premium Yield ETF worth $7.78M as of Q3 2026.
  • HighTower Advisors bought 48,451 JPMorgan Nasdaq Equity Premium Yield ETF shares in Q3 2026, an estimated $2.69M.
  • JPMorgan Nasdaq Equity Premium Yield ETF made up 0.01% of HighTower Advisors's portfolio in Q3 2026, its #1052 holding.
  • HighTower Advisors first reported a position in JPMorgan Nasdaq Equity Premium Yield ETF in Q2 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Yield ETF as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.