Rockefeller Capital Management
AIVC

Rockefeller Capital Management’s Amplify Bloomberg AI Equal Weight ETF AIVC Stock Holding History

Rockefeller Capital Management’s Portfolio AIVC Stock Details AIVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-250
Closed -$15.9K – 4876
2025
Q3 		$15.9K Buy
+250
New +$14.3K ﹤0.01% 3454

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FTUS
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CF
Claris Financial Glen Allen, Virginia $183M AUM 17.41% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Rockefeller Capital Management's AIVC Position: Q4 2025 in Review

Rockefeller Capital Management sold out of Amplify Bloomberg AI Equal Weight ETF (AIVC) in Q4 2025, closing a stake of 250 shares — an estimated $15.9K sold.

Rockefeller Capital Management first reported a position in AIVC in Q3 2025 and held it in 1 quarter. The position peaked at $15.9K in Q3 2025. 17 funds tracked by Wall St. Rank hold AIVC as of Q4 2025.

  • Rockefeller Capital Management reported no remaining Amplify Bloomberg AI Equal Weight ETF position as of Q4 2025 after selling out during the quarter.
  • Rockefeller Capital Management sold 250 Amplify Bloomberg AI Equal Weight ETF shares in Q4 2025, an estimated $15.9K.
  • Rockefeller Capital Management first reported a position in Amplify Bloomberg AI Equal Weight ETF in Q3 2025 and held it in 1 quarter.
  • Rockefeller Capital Management's Amplify Bloomberg AI Equal Weight ETF position peaked at $15.9K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Amplify Bloomberg AI Equal Weight ETF as of Q4 2025.

Based on Rockefeller Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.