Rockefeller Capital Management
JUNM

Rockefeller Capital Management’s FT Vest U.S. Equity Max Buffer ETF - June JUNM Stock Holding History

Rockefeller Capital Management’s Portfolio JUNM Stock Details JUNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,250
Closed -$110K – 4871
2025
Q3 		$110K Buy
+3,250
New +$109K ﹤0.01% 2544

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WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return

Rockefeller Capital Management's JUNM Position: Q4 2025 in Review

Rockefeller Capital Management sold out of FT Vest U.S. Equity Max Buffer ETF - June (JUNM) in Q4 2025, closing a stake of 3,250 shares — an estimated $110K sold.

Rockefeller Capital Management first reported a position in JUNM in Q3 2025 and held it in 1 quarter. The position peaked at $110K in Q3 2025. 56 funds tracked by Wall St. Rank hold JUNM as of Q4 2025.

  • Rockefeller Capital Management reported no remaining FT Vest U.S. Equity Max Buffer ETF - June position as of Q4 2025 after selling out during the quarter.
  • Rockefeller Capital Management sold 3,250 FT Vest U.S. Equity Max Buffer ETF - June shares in Q4 2025, an estimated $110K.
  • Rockefeller Capital Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - June in Q3 2025 and held it in 1 quarter.
  • Rockefeller Capital Management's FT Vest U.S. Equity Max Buffer ETF - June position peaked at $110K in Q3 2025.
  • 56 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - June as of Q4 2025.

Based on Rockefeller Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.