LPL Financial’s JPMorgan Nasdaq Equity Premium Yield ETF ROCQ Stock Holding History

LPL Financial’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	$7.91M	Buy	+139,776	New	+$7.77M	﹤0.01%	2415

Other funds holding ROCQ

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

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 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

LPL Financial's ROCQ Position: Q3 2026 in Review

LPL Financial opened a new position in JPMorgan Nasdaq Equity Premium Yield ETF (ROCQ) in Q3 2026: 139,776 shares worth $7.91M. The stake represents ﹤0.01% of the portfolio and ranks #2415 among its holdings.

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

LPL Financial held 139,776 shares of JPMorgan Nasdaq Equity Premium Yield ETF worth $7.91M as of Q3 2026.
JPMorgan Nasdaq Equity Premium Yield ETF was a new LPL Financial position in Q3 2026.
JPMorgan Nasdaq Equity Premium Yield ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2415 holding.
17 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Yield ETF as of Q3 2026.

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