Ulland Investment Advisors’s JPMorgan Nasdaq Equity Premium Yield ETF ROCQ Stock Holding History

Ulland Investment Advisors’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 Q2	$6K	Buy	+100	New	+$5.51K	﹤0.01%	199

Other funds holding ROCQ

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

RFA

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Ulland Investment Advisors's ROCQ Position: Q2 2026 in Review

Ulland Investment Advisors opened a new position in JPMorgan Nasdaq Equity Premium Yield ETF (ROCQ) in Q2 2026: 100 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #199 among its holdings.

6 funds tracked by Wall St. Rank hold ROCQ as of Q2 2026.

Ulland Investment Advisors held 100 shares of JPMorgan Nasdaq Equity Premium Yield ETF worth $6K as of Q2 2026.
JPMorgan Nasdaq Equity Premium Yield ETF was a new Ulland Investment Advisors position in Q2 2026.
JPMorgan Nasdaq Equity Premium Yield ETF made up ﹤0.01% of Ulland Investment Advisors's portfolio in Q2 2026, its #199 holding.
6 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Yield ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.