Rockefeller Capital Management
XIMR icon

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
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Rockefeller Capital Management increased its FT Vest US Equity Buffer & Premium Income ETF March (XIMR) stake by 35% in Q1 2026, buying an estimated $219K and bringing the position to 27,177 shares worth $840K. The position accounts for ﹤0.01% of the portfolio, ranked #1695.

Rockefeller Capital Management first reported a position in XIMR in Q2 2024 and has held it in 8 quarters since. 23 funds tracked by Wall St. Rank hold XIMR as of Q1 2026.

  • Rockefeller Capital Management held 27,177 shares of FT Vest US Equity Buffer & Premium Income ETF March worth $840K as of Q1 2026.
  • Rockefeller Capital Management bought 7,053 FT Vest US Equity Buffer & Premium Income ETF March shares in Q1 2026, an estimated $219K.
  • FT Vest US Equity Buffer & Premium Income ETF March made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1695 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 8 quarters since.
  • 23 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF March as of Q1 2026.

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