Rockefeller Capital Management
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Rockefeller Capital Management’s Invesco S&P SmallCap Financials ETF PSCF Stock Holding History

Rockefeller Capital Management’s Portfolio PSCF Stock Details PSCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-20
Closed – – 4285
2022
Q2 		$0 Sell
20
-30
-60% -$1.57K ﹤0.01% 4338
2022
Q1 		$2K Hold
50
– – ﹤0.01% 3638
2021
Q4 		$3K Hold
50
– – ﹤0.01% 3450
2021
Q3 		$2K Hold
50
– – ﹤0.01% 3471
2021
Q2 		$2K Hold
50
– – ﹤0.01% 3266
2021
Q1 		$2K Hold
50
– – ﹤0.01% 3119
2020
Q4 		$2K Buy
+50
New +$2.21K ﹤0.01% 2659

Other funds holding PSCF

Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockefeller Capital Management's PSCF Position: Q3 2022 in Review

Rockefeller Capital Management sold out of Invesco S&P SmallCap Financials ETF (PSCF) in Q3 2022, closing a stake of 20 shares.

Rockefeller Capital Management first reported a position in PSCF in Q4 2020 and held it in 7 quarters. The position peaked at $3K in Q4 2021. 32 funds tracked by Wall St. Rank hold PSCF as of Q3 2022.

  • Rockefeller Capital Management reported no remaining Invesco S&P SmallCap Financials ETF position as of Q3 2022 after selling out during the quarter.
  • Rockefeller Capital Management sold 20 Invesco S&P SmallCap Financials ETF shares in Q3 2022.
  • Rockefeller Capital Management first reported a position in Invesco S&P SmallCap Financials ETF in Q4 2020 and held it in 7 quarters.
  • Rockefeller Capital Management's Invesco S&P SmallCap Financials ETF position peaked at $3K in Q4 2021.
  • 32 funds tracked by Wall St. Rank held Invesco S&P SmallCap Financials ETF as of Q3 2022.

Based on Rockefeller Capital Management's 13F filing for Q3 2022, filed 2 Nov 2022.