LPL Financial
IROC icon

LPL Financial’s Invesco Rochester High Yield Municipal ETF IROC Stock Holding History

LPL Financial’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 		$5.56M Buy
116,074
+93,766
+420% +$4.7M ﹤0.01% 2731
2026
Q2 		$1.14M Buy
22,308
+7,543
+51% +$383K ﹤0.01% 4313
2026
Q1 		$744K Buy
14,765
+7,315
+98% +$372K ﹤0.01% 4422
2025
Q4 		$378K Buy
+7,450
New +$378K ﹤0.01% 4965

Other funds holding IROC

Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $7.1B AUM
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Ashton Thomas Securities
Ashton Thomas Securities Rochester, New York $944M AUM 17.07% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

LPL Financial's IROC Position: Q3 2026 in Review

LPL Financial increased its Invesco Rochester High Yield Municipal ETF (IROC) stake by 420% in Q3 2026, buying an estimated $4.7M and bringing the position to 116,074 shares worth $5.56M. The position accounts for ﹤0.01% of the portfolio, ranked #2731.

LPL Financial first reported a position in IROC in Q4 2025 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold IROC as of Q3 2026.

  • LPL Financial held 116,074 shares of Invesco Rochester High Yield Municipal ETF worth $5.56M as of Q3 2026.
  • LPL Financial bought 93,766 Invesco Rochester High Yield Municipal ETF shares in Q3 2026, an estimated $4.7M.
  • Invesco Rochester High Yield Municipal ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2731 holding.
  • LPL Financial first reported a position in Invesco Rochester High Yield Municipal ETF in Q4 2025 and has held it in 4 quarters since.
  • 24 funds tracked by Wall St. Rank held Invesco Rochester High Yield Municipal ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.