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
Q2 		$147K Buy
4,400
+7
+0.2% +$217 ﹤0.01% 2765
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WWMP
Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania $124M AUM

Rockefeller Capital Management's PIE Position: Q2 2026 in Review

Rockefeller Capital Management increased its Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) stake by 0.16% in Q2 2026, buying an estimated $217 and bringing the position to 4,400 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #2765.

Rockefeller Capital Management first reported a position in PIE in Q3 2022 and has held it in 6 quarters since. 76 funds tracked by Wall St. Rank hold PIE as of Q2 2026.

  • Rockefeller Capital Management held 4,400 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $147K as of Q2 2026.
  • Rockefeller Capital Management bought 7 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q2 2026, an estimated $217.
  • Invesco Dorsey Wright Emerging Markets Momentum ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2765 holding.
  • Rockefeller Capital Management first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q3 2022 and has held it in 6 quarters since.
  • 76 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.