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

Rockefeller Capital Management’s Portfolio XISE Stock Details XISE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$313K Buy
10,454
+102
+1% +$3.08K ﹤0.01% 2234
2025
Q4 		$315K Hold
10,352
– – ﹤0.01% 2132
2025
Q3 		$313K Hold
10,352
– – ﹤0.01% 1999
2025
Q2 		$315K Sell
10,352
-7,298
-41% -$218K ﹤0.01% 1646
2025
Q1 		$530K Hold
17,650
– – ﹤0.01% 1464
2024
Q4 		$535K Buy
+17,650
New +$534K ﹤0.01% 1451

Other funds holding XISE

TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

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

Rockefeller Capital Management increased its FT Vest US Equity Buffer & Premium Income ETF September (XISE) stake by 0.99% in Q1 2026, buying an estimated $3.08K and bringing the position to 10,454 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #2234.

Rockefeller Capital Management first reported a position in XISE in Q4 2024 and has held it in 6 quarters since. The position peaked at $535K in Q4 2024. 43 funds tracked by Wall St. Rank hold XISE as of Q1 2026.

  • Rockefeller Capital Management held 10,454 shares of FT Vest US Equity Buffer & Premium Income ETF September worth $313K as of Q1 2026.
  • Rockefeller Capital Management bought 102 FT Vest US Equity Buffer & Premium Income ETF September shares in Q1 2026, an estimated $3.08K.
  • FT Vest US Equity Buffer & Premium Income ETF September made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2234 holding.
  • Rockefeller Capital Management first reported a position in FT Vest US Equity Buffer & Premium Income ETF September in Q4 2024 and has held it in 6 quarters since.
  • Rockefeller Capital Management's FT Vest US Equity Buffer & Premium Income ETF September position peaked at $535K in Q4 2024.
  • 43 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q1 2026.

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