Rockefeller Capital Management’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$180K	Buy	4,580 +1,021	+29%	+$39.1K	﹤0.01%	2659
2026 Q1	$126K	Hold	3,559	–	–	﹤0.01%	2742
2025 Q4	$128K	Hold	3,559	–	–	﹤0.01%	2598
2025 Q3	$124K	Buy	+3,559	New	+$121K	﹤0.01%	2480

Other funds holding BUFQ

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Rockefeller Capital Management increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 29% in Q2 2026, buying an estimated $39.1K and bringing the position to 4,580 shares worth $180K. The position accounts for ﹤0.01% of the portfolio, ranked #2659.

Rockefeller Capital Management first reported a position in BUFQ in Q3 2025 and has held it in 4 quarters since. 186 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

Rockefeller Capital Management held 4,580 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $180K as of Q2 2026.
Rockefeller Capital Management bought 1,021 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $39.1K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2659 holding.
Rockefeller Capital Management first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q3 2025 and has held it in 4 quarters since.
186 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

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