Rockefeller Capital Management’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.3K	Buy	185 +1	+0.5%	+$53	﹤0.01%	3947
2025 Q4	$7.93K	Buy	184 +1	+0.5%	+$43	﹤0.01%	3912
2025 Q3	$7.81K	Buy	+183	New	+$7.45K	﹤0.01%	3739
2023 Q1	–	Sell	-173	Closed	-$8K	–	3419
2022 Q4	$8K	Buy	173 +1	+0.6%	+$52	﹤0.01%	3190
2022 Q3	$7K	Buy	172 +1	+0.6%	+$46	﹤0.01%	3238
2022 Q2	$7K	Buy	171 +1	+0.6%	+$51	﹤0.01%	3318
2022 Q1	$8K	Hold	170	–	–	﹤0.01%	3169
2021 Q4	$5K	Buy	+170	New	+$6.58K	﹤0.01%	3285

Other funds holding PSCE

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HCA

Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Rockefeller Capital Management increased its Invesco S&P SmallCap Energy ETF (PSCE) stake by 0.54% in Q1 2026, buying an estimated $53 and bringing the position to 185 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3947.

Rockefeller Capital Management first reported a position in PSCE in Q4 2021 and has held it in 8 quarters since. 48 funds tracked by Wall St. Rank hold PSCE as of Q1 2026.

Rockefeller Capital Management held 185 shares of Invesco S&P SmallCap Energy ETF worth $11.3K as of Q1 2026.
Rockefeller Capital Management bought 1 Invesco S&P SmallCap Energy ETF share in Q1 2026, an estimated $53.
Invesco S&P SmallCap Energy ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3947 holding.
Rockefeller Capital Management first reported a position in Invesco S&P SmallCap Energy ETF in Q4 2021 and has held it in 8 quarters since.
48 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q1 2026.

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