ROC ETF
ROCI
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ROIC.AI
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- ROC ETF (ROCI), a series of EA Series Trust, operates as an actively managed exchange-traded fund that invests primarily in U.S.-listed equity securities of 75 to 150 large-cap companies led by chief executive officers assessed by sub-adviser ROC Investments, LLC as exhibiting high character traits. The fund targets a blend of sectors including information technology, healthcare, consumer discretionary, finance, and communications, with significant weightings in electronic technology (17.77%), finance (17.38%), and retail trade (13.79%); it employs a proprietary weighting scheme emphasizing active management over traditional broad-based indices. Launched in March 2022 and listed on the Cboe BZX Exchange, ROC ETF is headquartered through its adviser and trust structure in the United States, with geographic exposure predominantly to North America (99.91%), primarily the U.S. (97.77%). In a major strategic shift, the Board of Trustees approved liquidation and dissolution of the fund on October 11, 2023, with trading ceasing on the Cboe BZX Exchange and closure to new purchases by the end of 2023; the ETF is no longer active as of 2024. Prior to liquidation, ROC Investments, LLC, a California-based boutique established in 2021 and focused on character-driven investing, served as sub-adviser, conducting annual portfolio reevaluations based on CEO behaviors. No recent partnerships, acquisitions, funding rounds, or new product launches were reported for the ETF in the last 1-2 years, marking its operational wind-down as the primary change.