Maia Wealth’s JPMorgan Nasdaq Equity Premium Yield ETF ROCQ Stock Holding History

Maia Wealth’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	$263K	Buy	+4,642	New	+$258K	0.04%	302

Other funds holding ROCQ

PFO

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

UIA

Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Maia Wealth's ROCQ Position: Q3 2026 in Review

Maia Wealth opened a new position in JPMorgan Nasdaq Equity Premium Yield ETF (ROCQ) in Q3 2026: 4,642 shares worth $263K. The stake represents 0.04% of the portfolio and ranks #302 among its holdings.

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

Maia Wealth held 4,642 shares of JPMorgan Nasdaq Equity Premium Yield ETF worth $263K as of Q3 2026.
JPMorgan Nasdaq Equity Premium Yield ETF was a new Maia Wealth position in Q3 2026.
JPMorgan Nasdaq Equity Premium Yield ETF made up 0.04% of Maia Wealth's portfolio in Q3 2026, its #302 holding.
5 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Yield ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.