Rockefeller Capital Management’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$95.1K	Hold	2,280	–	–	﹤0.01%	2905
2025 Q4	$93.3K	Hold	2,280	–	–	﹤0.01%	2761
2025 Q3	$91.4K	Buy	+2,280	New	+$90.2K	﹤0.01%	2621
2023 Q4	–	Sell	-44,537	Closed	-$1.41M	–	1564
2023 Q3	$1.41M	Sell	44,537 -1,541	-3%	-$49.2K	0.01%	968
2023 Q2	$1.47M	Buy	+46,078	New	+$1.42M	0.01%	952

Other funds holding GMAR

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

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

WTFG

Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return

BHC

Bull Harbor Capital Bethesda, Maryland $373M AUM

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

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

Rockefeller Capital Management held its FT Vest US Equity Moderate Buffer ETF March (GMAR) position steady in Q1 2026 at 2,280 shares worth $95.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2905.

Rockefeller Capital Management first reported a position in GMAR in Q2 2023 and has held it in 5 quarters since. The position peaked at $1.47M in Q2 2023. 119 funds tracked by Wall St. Rank hold GMAR as of Q1 2026.

Rockefeller Capital Management held 2,280 shares of FT Vest US Equity Moderate Buffer ETF March worth $95.1K as of Q1 2026.
Rockefeller Capital Management left its FT Vest US Equity Moderate Buffer ETF March share count unchanged in Q1 2026.
FT Vest US Equity Moderate Buffer ETF March made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2905 holding.
Rockefeller Capital Management first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q2 2023 and has held it in 5 quarters since.
Rockefeller Capital Management's FT Vest US Equity Moderate Buffer ETF March position peaked at $1.47M in Q2 2023.
119 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q1 2026.

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