NGA
IROC

Naples Global Advisors’s Invesco Rochester High Yield Municipal ETF IROC Stock Holding History

Naples Global Advisors’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 		$491K Buy
9,569
+3,400
+55% +$173K 0.03% 339
2026
Q1 		$311K Buy
+6,169
New +$314K 0.02% 387

Other funds holding IROC

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Naples Global Advisors's IROC Position: Q2 2026 in Review

Naples Global Advisors increased its Invesco Rochester High Yield Municipal ETF (IROC) stake by 55% in Q2 2026, buying an estimated $173K and bringing the position to 9,569 shares worth $491K. The position accounts for 0.03% of the portfolio, ranked #339.

Naples Global Advisors first reported a position in IROC in Q1 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold IROC as of Q2 2026.

  • Naples Global Advisors held 9,569 shares of Invesco Rochester High Yield Municipal ETF worth $491K as of Q2 2026.
  • Naples Global Advisors bought 3,400 Invesco Rochester High Yield Municipal ETF shares in Q2 2026, an estimated $173K.
  • Invesco Rochester High Yield Municipal ETF made up 0.03% of Naples Global Advisors's portfolio in Q2 2026, its #339 holding.
  • Naples Global Advisors first reported a position in Invesco Rochester High Yield Municipal ETF in Q1 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held Invesco Rochester High Yield Municipal ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.