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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$409K	Buy	6,392 +2,207	+53%	+$134K	﹤0.01%	2192
2026 Q1	$241K	Buy	4,185 +6	+0.1%	+$363	﹤0.01%	2383
2025 Q4	$237K	Buy	4,179 +4	+0.1%	+$224	﹤0.01%	2283
2025 Q3	$234K	Buy	+4,175	New	+$231K	﹤0.01%	2148
2023 Q1	–	Sell	-2,865	Closed	-$102K	–	3528
2022 Q4	$102K	Buy	2,865 +10	+0.4%	+$350	﹤0.01%	2016
2022 Q3	$88K	Buy	2,855 +2,845	+28,450%	+$97.2K	﹤0.01%	2061
2022 Q2	$0	Hold	10	–	–	﹤0.01%	4352
2022 Q1	$0	Buy	+10	New	+$373	﹤0.01%	4039

Other funds holding RSPN

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

MIH

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Rockefeller Capital Management increased its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 53% in Q2 2026, buying an estimated $134K and bringing the position to 6,392 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #2192.

Rockefeller Capital Management first reported a position in RSPN in Q1 2022 and has held it in 8 quarters since. 168 funds tracked by Wall St. Rank hold RSPN as of Q2 2026.

Rockefeller Capital Management held 6,392 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $409K as of Q2 2026.
Rockefeller Capital Management bought 2,207 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2026, an estimated $134K.
Invesco S&P 500 Equal Weight Industrials ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2192 holding.
Rockefeller Capital Management first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q1 2022 and has held it in 8 quarters since.
168 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2026.

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