Rockefeller Capital Management
PIE icon

Rockefeller Capital Management’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Rockefeller Capital Management’s Portfolio PIE Stock Details PIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$114K Buy
4,393
+3,302
+303% +$86.7K ﹤0.01% 2799
2025
Q4 		$25.8K Buy
1,091
+341
+45% +$8.23K ﹤0.01% 3391
2025
Q3 		$18.3K Buy
+750
New +$17K ﹤0.01% 3388
2023
Q1 		– Sell
-1,248
Closed -$22K – 3364
2022
Q4 		$22K Buy
1,248
+751
+151% +$12.9K ﹤0.01% 2770
2022
Q3 		$8K Buy
+497
New +$9.16K ﹤0.01% 3190

Other funds holding PIE

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rockefeller Capital Management's PIE Position: Q1 2026 in Review

Rockefeller Capital Management increased its Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) stake by 303% in Q1 2026, buying an estimated $86.7K and bringing the position to 4,393 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #2799.

Rockefeller Capital Management first reported a position in PIE in Q3 2022 and has held it in 5 quarters since. 64 funds tracked by Wall St. Rank hold PIE as of Q1 2026.

  • Rockefeller Capital Management held 4,393 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $114K as of Q1 2026.
  • Rockefeller Capital Management bought 3,302 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q1 2026, an estimated $86.7K.
  • Invesco Dorsey Wright Emerging Markets Momentum ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2799 holding.
  • Rockefeller Capital Management first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q3 2022 and has held it in 5 quarters since.
  • 64 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.