TD Private Client Wealth’s JPMorgan Equity Premium Yield ETF ROCY Stock Holding History

TD Private Client Wealth’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	$58.2K	Buy	+1,057	New	+$57.9K	﹤0.01%	844

Other funds holding ROCY

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

SWP

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

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

DeDora Capital Napa, California $448M AUM 15.92% 1-Year Est. Return

TD Private Client Wealth's ROCY Position: Q3 2026 in Review

TD Private Client Wealth opened a new position in JPMorgan Equity Premium Yield ETF (ROCY) in Q3 2026: 1,057 shares worth $58.2K. The stake represents ﹤0.01% of the portfolio and ranks #844 among its holdings.

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

TD Private Client Wealth held 1,057 shares of JPMorgan Equity Premium Yield ETF worth $58.2K as of Q3 2026.
JPMorgan Equity Premium Yield ETF was a new TD Private Client Wealth position in Q3 2026.
JPMorgan Equity Premium Yield ETF made up ﹤0.01% of TD Private Client Wealth's portfolio in Q3 2026, its #844 holding.
12 funds tracked by Wall St. Rank held JPMorgan Equity Premium Yield ETF as of Q3 2026.

Based on TD Private Client Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.