Rockefeller Capital Management’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Rockefeller Capital Management’s Portfolio POWA Stock Details POWA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$37.3K	Hold	433	–	–	﹤0.01%	3424
2025 Q4	$39K	Buy	433 +3	+0.7%	+$272	﹤0.01%	3190
2025 Q3	$39K	Buy	+430	New	+$38.2K	﹤0.01%	3030
2023 Q3	–	Sell	-7,423	Closed	-$514K	–	1748
2023 Q2	$514K	Hold	7,423	–	–	﹤0.01%	1330
2023 Q1	$499K	Sell	7,423 -15,429	-68%	-$1.03M	﹤0.01%	1355
2022 Q4	$1.52M	Sell	22,852 -33	-0.1%	-$2.18K	0.01%	857
2022 Q3	$1.38M	Hold	22,885	–	–	0.01%	898
2022 Q2	$1.46M	Buy	22,885 +175	+0.8%	+$11.7K	0.01%	869
2022 Q1	$1.6M	Hold	22,710	–	–	0.01%	881
2021 Q4	$1.66M	Buy	22,710 +3	+0%	+$209	0.01%	871
2021 Q3	$1.5M	Hold	22,707	–	–	0.01%	844
2021 Q2	$1.5M	Buy	22,707 +17,933	+376%	+$1.15M	0.01%	794
2021 Q1	$291K	Buy	4,774 +4,496	+1,617%	+$267K	﹤0.01%	1212
2020 Q4	$16K	Buy	278 +3	+1%	+$172	﹤0.01%	2093
2020 Q3	$15K	Hold	275	–	–	﹤0.01%	1888
2020 Q2	$14K	Hold	275	–	–	﹤0.01%	1795
2020 Q1	$12K	Buy	+275	New	+$14.6K	﹤0.01%	1693

Other funds holding POWA

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $235M AUM 17.84% 1-Year Est. Return

DWA

Delos Wealth Advisors Dallas, Texas $175M AUM 19.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

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

Rockefeller Capital Management held its Invesco Bloomberg Pricing Power ETF (POWA) position steady in Q1 2026 at 433 shares worth $37.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3424.

Rockefeller Capital Management first reported a position in POWA in Q1 2020 and has held it in 17 quarters since. The position peaked at $1.66M in Q4 2021. 77 funds tracked by Wall St. Rank hold POWA as of Q1 2026.

Rockefeller Capital Management held 433 shares of Invesco Bloomberg Pricing Power ETF worth $37.3K as of Q1 2026.
Rockefeller Capital Management left its Invesco Bloomberg Pricing Power ETF share count unchanged in Q1 2026.
Invesco Bloomberg Pricing Power ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3424 holding.
Rockefeller Capital Management first reported a position in Invesco Bloomberg Pricing Power ETF in Q1 2020 and has held it in 17 quarters since.
Rockefeller Capital Management's Invesco Bloomberg Pricing Power ETF position peaked at $1.66M in Q4 2021.
77 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q1 2026.

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