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 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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HCA

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Rockefeller Capital Management held its Invesco S&P SmallCap Health Care ETF (PSCH) position steady in Q1 2026 at 600 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3620.

Rockefeller Capital Management first reported a position in PSCH in Q3 2025 and has held it in 3 quarters since. The position peaked at $26.4K in Q4 2025. 71 funds tracked by Wall St. Rank hold PSCH as of Q1 2026.

Rockefeller Capital Management held 600 shares of Invesco S&P SmallCap Health Care ETF worth $24.7K as of Q1 2026.
Rockefeller Capital Management left its Invesco S&P SmallCap Health Care ETF share count unchanged in Q1 2026.
Invesco S&P SmallCap Health Care ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3620 holding.
Rockefeller Capital Management first reported a position in Invesco S&P SmallCap Health Care ETF in Q3 2025 and has held it in 3 quarters since.
Rockefeller Capital Management's Invesco S&P SmallCap Health Care ETF position peaked at $26.4K in Q4 2025.
71 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q1 2026.

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