Sigma Planning Corp’s JPMorgan Nasdaq Equity Premium Yield ETF ROCQ Stock Holding History

Sigma Planning Corp’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 Q2	$1.38M	Buy	+24,004	New	+$1.32M	0.03%	478

Other funds holding ROCQ

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

MML Investors Services

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return

Sigma Planning Corp's ROCQ Position: Q2 2026 in Review

Sigma Planning Corp opened a new position in JPMorgan Nasdaq Equity Premium Yield ETF (ROCQ) in Q2 2026: 24,004 shares worth $1.38M. The stake represents 0.03% of the portfolio and ranks #478 among its holdings.

15 funds tracked by Wall St. Rank hold ROCQ as of Q2 2026.

Sigma Planning Corp held 24,004 shares of JPMorgan Nasdaq Equity Premium Yield ETF worth $1.38M as of Q2 2026.
JPMorgan Nasdaq Equity Premium Yield ETF was a new Sigma Planning Corp position in Q2 2026.
JPMorgan Nasdaq Equity Premium Yield ETF made up 0.03% of Sigma Planning Corp's portfolio in Q2 2026, its #478 holding.
15 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Yield ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.