Rockefeller Capital Management’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$315K	Hold	7,000	–	–	﹤0.01%	2342
2026 Q1	$293K	Hold	7,000	–	–	﹤0.01%	2269
2025 Q4	$300K	Hold	7,000	–	–	﹤0.01%	2157
2025 Q3	$292K	Buy	+7,000	New	+$286K	﹤0.01%	2031
2023 Q3	–	Sell	-7,000	Closed	-$228K	–	1620
2023 Q2	$228K	Hold	7,000	–	–	﹤0.01%	1604
2023 Q1	$216K	Buy	+7,000	New	+$213K	﹤0.01%	1775

Other funds holding GJAN

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

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

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

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

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

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

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

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

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

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

Rockefeller Capital Management held its FT Vest US Equity Moderate Buffer ETF January (GJAN) position steady in Q2 2026 at 7,000 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #2342.

Rockefeller Capital Management first reported a position in GJAN in Q1 2023 and has held it in 6 quarters since. 123 funds tracked by Wall St. Rank hold GJAN as of Q2 2026.

Rockefeller Capital Management held 7,000 shares of FT Vest US Equity Moderate Buffer ETF January worth $315K as of Q2 2026.
Rockefeller Capital Management left its FT Vest US Equity Moderate Buffer ETF January share count unchanged in Q2 2026.
FT Vest US Equity Moderate Buffer ETF January made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2342 holding.
Rockefeller Capital Management first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q1 2023 and has held it in 6 quarters since.
123 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q2 2026.

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