Stelac Advisory Services’s JPMorgan Nasdaq Equity Premium Yield ETF ROCQ Stock Holding History

Stelac Advisory Services’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	$102K	Buy	+1,797	New	+$100K	0.02%	168

Other funds holding ROCQ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

NBZ Investment Advisors Knoxville, Tennessee $259M AUM 11.25% 1-Year Est. Return

Daymark Wealth Partners Cincinnati, Ohio $4.41B AUM 22.52% 1-Year Est. Return

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 Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

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

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Stelac Advisory Services's ROCQ Position: Q3 2026 in Review

Stelac Advisory Services opened a new position in JPMorgan Nasdaq Equity Premium Yield ETF (ROCQ) in Q3 2026: 1,797 shares worth $102K. The stake represents 0.02% of the portfolio and ranks #168 among its holdings.

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

Stelac Advisory Services held 1,797 shares of JPMorgan Nasdaq Equity Premium Yield ETF worth $102K as of Q3 2026.
JPMorgan Nasdaq Equity Premium Yield ETF was a new Stelac Advisory Services position in Q3 2026.
JPMorgan Nasdaq Equity Premium Yield ETF made up 0.02% of Stelac Advisory Services's portfolio in Q3 2026, its #168 holding.
17 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Yield ETF as of Q3 2026.

Based on Stelac Advisory Services's 13F filing for Q3 2026, filed 10 Nov 2026.