Rockefeller Capital Management’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.69K	Hold	125	–	–	﹤0.01%	4031
2026 Q1	$8.92K	Hold	125	–	–	﹤0.01%	4036
2025 Q4	$9.81K	Hold	125	–	–	﹤0.01%	3811
2025 Q3	$9.72K	Buy	+125	New	+$9.65K	﹤0.01%	3657
2022 Q2	–	Sell	-126	Closed	-$8K	–	4351
2022 Q1	$8K	Hold	126	–	–	﹤0.01%	3176
2021 Q4	$8K	Buy	126 +1	+0.8%	+$64	﹤0.01%	3097
2021 Q3	$7K	Buy	+125	New	+$7.61K	﹤0.01%	3057

Other funds holding RSPF

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

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

JGCM

Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return

BCP

Blue Chip Partners Farmington Hills, Michigan $1.58B AUM 32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

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

Rockefeller Capital Management held its Invesco S&P 500 Equal Weight Financials ETF (RSPF) position steady in Q2 2026 at 125 shares worth $9.69K. The position accounts for ﹤0.01% of the portfolio, ranked #4031.

Rockefeller Capital Management first reported a position in RSPF in Q3 2021 and has held it in 7 quarters since. The position peaked at $9.81K in Q4 2025. 106 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

Rockefeller Capital Management held 125 shares of Invesco S&P 500 Equal Weight Financials ETF worth $9.69K as of Q2 2026.
Rockefeller Capital Management left its Invesco S&P 500 Equal Weight Financials ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight Financials ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4031 holding.
Rockefeller Capital Management first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q3 2021 and has held it in 7 quarters since.
Rockefeller Capital Management's Invesco S&P 500 Equal Weight Financials ETF position peaked at $9.81K in Q4 2025.
106 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2026.

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