Rockefeller Capital Management’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.16M	Buy	192,273 +15,416	+9%	+$424K	0.01%	907
2025 Q4	$4.87M	Buy	176,857 +152,021	+612%	+$4.13M	0.01%	888
2025 Q3	$669K	Sell	24,836 -99	-0.4%	-$2.6K	﹤0.01%	1626
2025 Q2	$637K	Sell	24,935 -10,756	-30%	-$260K	﹤0.01%	1482
2025 Q1	$849K	Sell	35,691 -1,518	-4%	-$37.3K	﹤0.01%	1317
2024 Q4	$912K	Buy	37,209 +6,447	+21%	+$158K	﹤0.01%	1284
2024 Q3	$742K	Sell	30,762 -3,997	-11%	-$93.8K	﹤0.01%	1322
2024 Q2	$806K	Buy	+34,759	New	+$786K	﹤0.01%	1292

Other funds holding BUFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM

FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

Rockefeller Capital Management's BUFG Position: Q1 2026 in Review

Rockefeller Capital Management increased its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 8.7% in Q1 2026, buying an estimated $424K and bringing the position to 192,273 shares worth $5.16M. The position accounts for 0.01% of the portfolio, ranked #907.

Rockefeller Capital Management first reported a position in BUFG in Q2 2024 and has held it in 8 quarters since. 88 funds tracked by Wall St. Rank hold BUFG as of Q1 2026.

Rockefeller Capital Management held 192,273 shares of FT Vest Buffered Allocation Growth ETF worth $5.16M as of Q1 2026.
Rockefeller Capital Management bought 15,416 FT Vest Buffered Allocation Growth ETF shares in Q1 2026, an estimated $424K.
FT Vest Buffered Allocation Growth ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #907 holding.
Rockefeller Capital Management first reported a position in FT Vest Buffered Allocation Growth ETF in Q2 2024 and has held it in 8 quarters since.
88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.