UBS Group
IROC

UBS Group’s Invesco Rochester High Yield Municipal ETF IROC Stock Holding History

UBS Group’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
Q2 		$4.62K Buy
+90
New +$4.57K ﹤0.01% 9024
2025
Q4 		– Sell
-336
Closed -$17K – 11476
2025
Q3 		$17K Buy
+336
New +$16.8K ﹤0.01% 8261
2023
Q3 		– Sell
-208
Closed -$10.5K – 10081
2023
Q2 		$10.5K Buy
+208
New +$10.4K ﹤0.01% 7137

Other funds holding IROC

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 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 $4.34B AUM 17.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

UBS Group's IROC Position: Q2 2026 in Review

UBS Group opened a new position in Invesco Rochester High Yield Municipal ETF (IROC) in Q2 2026: 90 shares worth $4.62K. The stake represents ﹤0.01% of the portfolio and ranks #9024 among its holdings. This is a return to the name: UBS Group previously reported a position in IROC as recently as Q3 2025.

UBS Group first reported a position in IROC in Q2 2023 and has held it in 3 quarters since. The position peaked at $17K in Q3 2025. 28 funds tracked by Wall St. Rank hold IROC as of Q2 2026.

  • UBS Group held 90 shares of Invesco Rochester High Yield Municipal ETF worth $4.62K as of Q2 2026.
  • Invesco Rochester High Yield Municipal ETF was a new UBS Group position in Q2 2026.
  • Invesco Rochester High Yield Municipal ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9024 holding.
  • UBS Group first reported a position in Invesco Rochester High Yield Municipal ETF in Q2 2023 and has held it in 3 quarters since.
  • UBS Group's Invesco Rochester High Yield Municipal ETF position peaked at $17K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Invesco Rochester High Yield Municipal ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.