Rockefeller Capital Management’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$31.4K	Hold	600	–	–	﹤0.01%	3571
2026 Q1	$24.7K	Hold	600	–	–	﹤0.01%	3620
2025 Q4	$26.4K	Hold	600	–	–	﹤0.01%	3376
2025 Q3	$25K	Buy	+600	New	+$24K	﹤0.01%	3244

Other funds holding PSCH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PMWMG

Parr McKnight Wealth Management Group Minneapolis, Minnesota $844M AUM 18.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

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

Rockefeller Capital Management held its Invesco S&P SmallCap Health Care ETF (PSCH) position steady in Q2 2026 at 600 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3571.

Rockefeller Capital Management first reported a position in PSCH in Q3 2025 and has held it in 4 quarters since. 73 funds tracked by Wall St. Rank hold PSCH as of Q2 2026.

Rockefeller Capital Management held 600 shares of Invesco S&P SmallCap Health Care ETF worth $31.4K as of Q2 2026.
Rockefeller Capital Management left its Invesco S&P SmallCap Health Care ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Health Care ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3571 holding.
Rockefeller Capital Management first reported a position in Invesco S&P SmallCap Health Care ETF in Q3 2025 and has held it in 4 quarters since.
73 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2026.

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