Rockefeller Capital Management
PSMG

Rockefeller Capital Management’s Invesco Growth Multi-Asset Allocation ETF PSMG Stock Holding History

Rockefeller Capital Management’s Portfolio PSMG Stock Details PSMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1
Closed – – 4144
2021
Q4 		$0 Hold
1
– – ﹤0.01% 4060
2021
Q3 		$0 Hold
1
– – ﹤0.01% 3908
2021
Q2 		$0 Hold
1
– – ﹤0.01% 3658
2021
Q1 		$0 Hold
1
– – ﹤0.01% 3434
2020
Q4 		$0 Hold
1
– – ﹤0.01% 3056
2020
Q3 		$0 Buy
+1
New +$14 ﹤0.01% 2870

Other funds holding PSMG

GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rockefeller Capital Management's PSMG Position: Q1 2022 in Review

Rockefeller Capital Management sold out of Invesco Growth Multi-Asset Allocation ETF (PSMG) in Q1 2022, closing a stake of 1 share.

Rockefeller Capital Management first reported a position in PSMG in Q3 2020 and held it in 6 quarters. The position peaked at $0 in Q4 2021. 14 funds tracked by Wall St. Rank hold PSMG as of Q1 2022.

  • Rockefeller Capital Management reported no remaining Invesco Growth Multi-Asset Allocation ETF position as of Q1 2022 after selling out during the quarter.
  • Rockefeller Capital Management sold 1 Invesco Growth Multi-Asset Allocation ETF share in Q1 2022.
  • Rockefeller Capital Management first reported a position in Invesco Growth Multi-Asset Allocation ETF in Q3 2020 and held it in 6 quarters.
  • Rockefeller Capital Management's Invesco Growth Multi-Asset Allocation ETF position peaked at $0 in Q4 2021.
  • 14 funds tracked by Wall St. Rank held Invesco Growth Multi-Asset Allocation ETF as of Q1 2022.

Based on Rockefeller Capital Management's 13F filing for Q1 2022, filed 13 May 2022.