Rockefeller Capital Management
PSCH icon

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
Q3 		$46.1K Buy
885
+285
+48% +$15.4K ﹤0.01% 3514
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Pacific Life Fund Advisors
Pacific Life Fund Advisors Newport Beach, California $1B AUM 11.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Parr McKnight Wealth Management Group
Parr McKnight Wealth Management Group Minneapolis, Minnesota $845M AUM 15.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Montecito Bank & Trust
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
McGuire Investment Group
McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return

Rockefeller Capital Management's PSCH Position: Q3 2026 in Review

Rockefeller Capital Management increased its Invesco S&P SmallCap Health Care ETF (PSCH) stake by 48% in Q3 2026, buying an estimated $15.4K and bringing the position to 885 shares worth $46.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3514.

Rockefeller Capital Management first reported a position in PSCH in Q3 2025 and has held it in 5 quarters since. 67 funds tracked by Wall St. Rank hold PSCH as of Q3 2026.

  • Rockefeller Capital Management held 885 shares of Invesco S&P SmallCap Health Care ETF worth $46.1K as of Q3 2026.
  • Rockefeller Capital Management bought 285 Invesco S&P SmallCap Health Care ETF shares in Q3 2026, an estimated $15.4K.
  • Invesco S&P SmallCap Health Care ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #3514 holding.
  • Rockefeller Capital Management first reported a position in Invesco S&P SmallCap Health Care ETF in Q3 2025 and has held it in 5 quarters since.
  • 67 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.