LPL Financial
IROC

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
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

ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LPL Financial's IROC Position: Q2 2026 in Review

LPL Financial increased its Invesco Rochester High Yield Municipal ETF (IROC) stake by 51% in Q2 2026, buying an estimated $383K and bringing the position to 22,308 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #4313.

LPL Financial first reported a position in IROC in Q4 2025 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold IROC as of Q2 2026.

  • LPL Financial held 22,308 shares of Invesco Rochester High Yield Municipal ETF worth $1.14M as of Q2 2026.
  • LPL Financial bought 7,543 Invesco Rochester High Yield Municipal ETF shares in Q2 2026, an estimated $383K.
  • Invesco Rochester High Yield Municipal ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4313 holding.
  • LPL Financial first reported a position in Invesco Rochester High Yield Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held Invesco Rochester High Yield Municipal ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.