OIA
IROC

OneDigital Investment Advisors’s Invesco Rochester High Yield Municipal ETF IROC Stock Holding History

OneDigital Investment 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 		$650K Buy
+12,675
New +$644K 0.01% 927

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 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

OneDigital Investment Advisors's IROC Position: Q2 2026 in Review

OneDigital Investment Advisors opened a new position in Invesco Rochester High Yield Municipal ETF (IROC) in Q2 2026: 12,675 shares worth $650K. The stake represents 0.01% of the portfolio and ranks #927 among its holdings.

16 funds tracked by Wall St. Rank hold IROC as of Q2 2026.

  • OneDigital Investment Advisors held 12,675 shares of Invesco Rochester High Yield Municipal ETF worth $650K as of Q2 2026.
  • Invesco Rochester High Yield Municipal ETF was a new OneDigital Investment Advisors position in Q2 2026.
  • Invesco Rochester High Yield Municipal ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #927 holding.
  • 16 funds tracked by Wall St. Rank held Invesco Rochester High Yield Municipal ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.