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

Ulland Investment Advisors’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 Q2	$16K	Buy	+300	New	+$16K	0.01%	168

Other funds holding ROCY

CSP

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

RFA

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

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

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

Ulland Investment Advisors opened a new position in JPMorgan Equity Premium Yield ETF (ROCY) in Q2 2026: 300 shares worth $16K. The stake represents 0.01% of the portfolio and ranks #168 among its holdings.

4 funds tracked by Wall St. Rank hold ROCY as of Q2 2026.

Ulland Investment Advisors held 300 shares of JPMorgan Equity Premium Yield ETF worth $16K as of Q2 2026.
JPMorgan Equity Premium Yield ETF was a new Ulland Investment Advisors position in Q2 2026.
JPMorgan Equity Premium Yield ETF made up 0.01% of Ulland Investment Advisors's portfolio in Q2 2026, its #168 holding.
4 funds tracked by Wall St. Rank held JPMorgan Equity Premium Yield ETF as of Q2 2026.

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