Rockefeller Capital Management’s FT Vest US Equity Buffer & Premium Income ETF March XIMR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$774K	Sell	24,597 -2,580	-9%	-$81.1K	﹤0.01%	1854
2026 Q1	$840K	Buy	27,177 +7,053	+35%	+$219K	﹤0.01%	1695
2025 Q4	$628K	Buy	20,124 +4,109	+26%	+$128K	﹤0.01%	1780
2025 Q3	$500K	Sell	16,015 -67	-0.4%	-$2.09K	﹤0.01%	1767
2025 Q2	$502K	Sell	16,082 -7,172	-31%	-$220K	﹤0.01%	1557
2025 Q1	$715K	Buy	23,254 +1,242	+6%	+$38.5K	﹤0.01%	1374
2024 Q4	$686K	Buy	22,012 +3,843	+21%	+$119K	﹤0.01%	1373
2024 Q3	$567K	Sell	18,169 -1,615	-8%	-$50.1K	﹤0.01%	1394
2024 Q2	$618K	Buy	+19,784	New	+$613K	﹤0.01%	1374

Other funds holding XIMR

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

KAS

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Rockefeller Capital Management reduced its FT Vest US Equity Buffer & Premium Income ETF March (XIMR) stake by 9.5% in Q2 2026, selling an estimated $81.1K and leaving 24,597 shares worth $774K. The position accounts for ﹤0.01% of the portfolio, ranked #1854.

Rockefeller Capital Management first reported a position in XIMR in Q2 2024 and has held it in 9 quarters since. The position peaked at $840K in Q1 2026. 24 funds tracked by Wall St. Rank hold XIMR as of Q2 2026.

Rockefeller Capital Management held 24,597 shares of FT Vest US Equity Buffer & Premium Income ETF March worth $774K as of Q2 2026.
Rockefeller Capital Management sold 2,580 FT Vest US Equity Buffer & Premium Income ETF March shares in Q2 2026, an estimated $81.1K.
FT Vest US Equity Buffer & Premium Income ETF March made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1854 holding.
Rockefeller Capital Management first reported a position in FT Vest US Equity Buffer & Premium Income ETF March in Q2 2024 and has held it in 9 quarters since.
Rockefeller Capital Management's FT Vest US Equity Buffer & Premium Income ETF March position peaked at $840K in Q1 2026.
24 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF March as of Q2 2026.

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