Rockefeller Capital Management’s Invesco Semiconductors ETF PSI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.41M	Buy	34,117 +32,288	+1,765%	+$4.65M	0.01%	865
2026 Q1	$173K	Sell	1,829 -2,823	-61%	-$268K	﹤0.01%	2581
2025 Q4	$367K	Buy	4,652 +124	+3%	+$9.47K	﹤0.01%	2064
2025 Q3	$318K	Buy	+4,528	New	+$287K	﹤0.01%	1990
2023 Q1	–	Sell	-2,709	Closed	-$90K	–	3425
2022 Q4	$90K	Buy	2,709 +6	+0.2%	+$201	﹤0.01%	2088
2022 Q3	$81K	Buy	2,703 +3	+0.1%	+$104	﹤0.01%	2109
2022 Q2	$87K	Buy	+2,700	New	+$99.4K	﹤0.01%	2019
2018 Q3	–	Sell	-765	Closed	-$13K	–	783
2018 Q2	$13K	Buy	+765	New	+$13.6K	﹤0.01%	569

Other funds holding PSI

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Rockefeller Capital Management increased its Invesco Semiconductors ETF (PSI) stake by 1,765% in Q2 2026, buying an estimated $4.65M and bringing the position to 34,117 shares worth $6.41M. The position accounts for 0.01% of the portfolio, ranked #865.

Rockefeller Capital Management first reported a position in PSI in Q2 2018 and has held it in 8 quarters since. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

Rockefeller Capital Management held 34,117 shares of Invesco Semiconductors ETF worth $6.41M as of Q2 2026.
Rockefeller Capital Management bought 32,288 Invesco Semiconductors ETF shares in Q2 2026, an estimated $4.65M.
Invesco Semiconductors ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #865 holding.
Rockefeller Capital Management first reported a position in Invesco Semiconductors ETF in Q2 2018 and has held it in 8 quarters since.
245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

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