Rockefeller Capital Management’s Pacer Swan SOS Conservative July ETF PSCJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$403K	Sell	12,740 -1,260	-9%	-$39.1K	﹤0.01%	2205
2026 Q1	$415K	Hold	14,000	–	–	﹤0.01%	2085
2025 Q4	$421K	Hold	14,000	–	–	﹤0.01%	1996
2025 Q3	$413K	Hold	14,000	–	–	﹤0.01%	1861
2025 Q2	$397K	Hold	14,000	–	–	﹤0.01%	1606
2025 Q1	$362K	Hold	14,000	–	–	﹤0.01%	1560
2024 Q4	$373K	Hold	14,000	–	–	﹤0.01%	1553
2024 Q3	$367K	Hold	14,000	–	–	﹤0.01%	1516
2024 Q2	$352K	Hold	14,000	–	–	﹤0.01%	1520
2024 Q1	$344K	Hold	14,000	–	–	﹤0.01%	1559
2023 Q4	$325K	Hold	14,000	–	–	﹤0.01%	1446
2023 Q3	$302K	Hold	14,000	–	–	﹤0.01%	1414
2023 Q2	$308K	Hold	14,000	–	–	﹤0.01%	1512
2023 Q1	$288K	Hold	14,000	–	–	﹤0.01%	1601
2022 Q4	$274K	Hold	14,000	–	–	﹤0.01%	1518
2022 Q3	$263K	Buy	+14,000	New	+$276K	﹤0.01%	1531

Other funds holding PSCJ

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

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

Rockefeller Capital Management reduced its Pacer Swan SOS Conservative July ETF (PSCJ) stake by 9% in Q2 2026, selling an estimated $39.1K and leaving 12,740 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #2205.

Rockefeller Capital Management first reported a position in PSCJ in Q3 2022 and has held it in 16 quarters since. The position peaked at $421K in Q4 2025. 10 funds tracked by Wall St. Rank hold PSCJ as of Q2 2026.

Rockefeller Capital Management held 12,740 shares of Pacer Swan SOS Conservative July ETF worth $403K as of Q2 2026.
Rockefeller Capital Management sold 1,260 Pacer Swan SOS Conservative July ETF shares in Q2 2026, an estimated $39.1K.
Pacer Swan SOS Conservative July ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2205 holding.
Rockefeller Capital Management first reported a position in Pacer Swan SOS Conservative July ETF in Q3 2022 and has held it in 16 quarters since.
Rockefeller Capital Management's Pacer Swan SOS Conservative July ETF position peaked at $421K in Q4 2025.
10 funds tracked by Wall St. Rank held Pacer Swan SOS Conservative July ETF as of Q2 2026.

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