IFG Advisory’s JPMorgan Equity Premium Yield ETF ROCY Stock Holding History

IFG Advisory’s Portfolio ROCY Stock Details ROCY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$38.5K	Buy	+700	New	+$38.4K	﹤0.01%	1403

Other funds holding ROCY

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

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Benchmark Financial Wilmington, Delaware $130M AUM 5.94% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

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

Reyes Financial Architecture San Diego, California $162M AUM 20.04% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

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

SWP

Semus Wealth Partners Boca Raton, Florida $220M AUM 21.43% 1-Year Est. Return

IFG Advisory's ROCY Position: Q3 2026 in Review

IFG Advisory opened a new position in JPMorgan Equity Premium Yield ETF (ROCY) in Q3 2026: 700 shares worth $38.5K. The stake represents ﹤0.01% of the portfolio and ranks #1403 among its holdings.

19 funds tracked by Wall St. Rank hold ROCY as of Q3 2026.

IFG Advisory held 700 shares of JPMorgan Equity Premium Yield ETF worth $38.5K as of Q3 2026.
JPMorgan Equity Premium Yield ETF was a new IFG Advisory position in Q3 2026.
JPMorgan Equity Premium Yield ETF made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1403 holding.
19 funds tracked by Wall St. Rank held JPMorgan Equity Premium Yield ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.