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

Stelac Advisory Services’s Portfolio ROCY Stock Details ROCY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$101K	Buy	+1,840	New	+$101K	0.02%	169

Other funds holding ROCY

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

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Benchmark Financial Wilmington, Delaware $130M AUM 5.94% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

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

Reyes Financial Architecture San Diego, California $162M AUM 20.04% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

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

SWP

Semus Wealth Partners Boca Raton, Florida $220M AUM 21.43% 1-Year Est. Return

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

Stelac Advisory Services opened a new position in JPMorgan Equity Premium Yield ETF (ROCY) in Q3 2026: 1,840 shares worth $101K. The stake represents 0.02% of the portfolio and ranks #169 among its holdings.

21 funds tracked by Wall St. Rank hold ROCY as of Q3 2026.

Stelac Advisory Services held 1,840 shares of JPMorgan Equity Premium Yield ETF worth $101K as of Q3 2026.
JPMorgan Equity Premium Yield ETF was a new Stelac Advisory Services position in Q3 2026.
JPMorgan Equity Premium Yield ETF made up 0.02% of Stelac Advisory Services's portfolio in Q3 2026, its #169 holding.
21 funds tracked by Wall St. Rank held JPMorgan Equity Premium Yield ETF as of Q3 2026.

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