Harpswell Capital Advisors’s Rockefeller U.S. Small-Mid Cap ETF RSMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$499K Buy
+18,234
New +$517K 0.33% 27

Harpswell Capital Advisors's RSMC Position: Q3 2026 in Review

Harpswell Capital Advisors opened a new position in Rockefeller U.S. Small-Mid Cap ETF (RSMC) in Q3 2026: 18,234 shares worth $499K. The stake represents 0.33% of the portfolio and ranks #27 among its holdings.

1 fund tracked by Wall St. Rank holds RSMC as of Q3 2026.

  • Harpswell Capital Advisors held 18,234 shares of Rockefeller U.S. Small-Mid Cap ETF worth $499K as of Q3 2026.
  • Rockefeller U.S. Small-Mid Cap ETF was a new Harpswell Capital Advisors position in Q3 2026.
  • Rockefeller U.S. Small-Mid Cap ETF made up 0.33% of Harpswell Capital Advisors's portfolio in Q3 2026, its #27 holding.
  • 1 fund tracked by Wall St. Rank held Rockefeller U.S. Small-Mid Cap ETF as of Q3 2026.

Based on Harpswell Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.