USCWA
IROC

U.S. Capital Wealth Advisors’s Invesco Rochester High Yield Municipal ETF IROC Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio IROC Stock Details IROC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,400
Closed -$324K – 1091
2025
Q4 		$324K Buy
+6,400
New +$325K 0.01% 777

Other funds holding IROC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

U.S. Capital Wealth Advisors's IROC Position: Q1 2026 in Review

U.S. Capital Wealth Advisors sold out of Invesco Rochester High Yield Municipal ETF (IROC) in Q1 2026, closing a stake of 6,400 shares — an estimated $324K sold.

U.S. Capital Wealth Advisors first reported a position in IROC in Q4 2025 and held it in 1 quarter. The position peaked at $324K in Q4 2025. 17 funds tracked by Wall St. Rank hold IROC as of Q1 2026.

  • U.S. Capital Wealth Advisors reported no remaining Invesco Rochester High Yield Municipal ETF position as of Q1 2026 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 6,400 Invesco Rochester High Yield Municipal ETF shares in Q1 2026, an estimated $324K.
  • U.S. Capital Wealth Advisors first reported a position in Invesco Rochester High Yield Municipal ETF in Q4 2025 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Invesco Rochester High Yield Municipal ETF position peaked at $324K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Invesco Rochester High Yield Municipal ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.