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

SignatureFD’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 		– Sell
-150
Closed -$8.65K – 3697
2026
Q2 		$8.65K Buy
+150
New +$8.27K ﹤0.01% 2693

Other funds holding ROCQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
NBZ Investment Advisors
NBZ Investment Advisors Knoxville, Tennessee $259M AUM 11.25% 1-Year Est. Return
Daymark Wealth Partners
Daymark Wealth Partners Cincinnati, Ohio $4.41B AUM 22.52% 1-Year Est. Return
Dynamic Advisor Solutions
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
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
Ulland Investment Advisors
Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return
Maia Wealth
Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

SignatureFD's ROCQ Position: Q3 2026 in Review

SignatureFD sold out of JPMorgan Nasdaq Equity Premium Yield ETF (ROCQ) in Q3 2026, closing a stake of 150 shares — an estimated $8.65K sold.

SignatureFD first reported a position in ROCQ in Q2 2026 and held it in 1 quarter. The position peaked at $8.65K in Q2 2026. 17 funds tracked by Wall St. Rank hold ROCQ as of Q3 2026.

  • SignatureFD reported no remaining JPMorgan Nasdaq Equity Premium Yield ETF position as of Q3 2026 after selling out during the quarter.
  • SignatureFD sold 150 JPMorgan Nasdaq Equity Premium Yield ETF shares in Q3 2026, an estimated $8.65K.
  • SignatureFD first reported a position in JPMorgan Nasdaq Equity Premium Yield ETF in Q2 2026 and held it in 1 quarter.
  • SignatureFD's JPMorgan Nasdaq Equity Premium Yield ETF position peaked at $8.65K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Yield ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.