Rockefeller Capital Management
XJUN icon

Rockefeller Capital Management’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

Rockefeller Capital Management’s Portfolio XJUN Stock Details XJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.6K Sell
525
-655
-56% -$28.2K ﹤0.01% 3665
2025
Q4 		$50.7K Hold
1,180
– – ﹤0.01% 3062
2025
Q3 		$49.8K Buy
+1,180
New +$49.1K ﹤0.01% 2918

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LEA
Legacy Edge Advisors Syosset, New York $951M AUM
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Rockefeller Capital Management reduced its FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) stake by 56% in Q1 2026, selling an estimated $28.2K and leaving 525 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3665.

Rockefeller Capital Management first reported a position in XJUN in Q3 2025 and has held it in 3 quarters since. The position peaked at $50.7K in Q4 2025. 76 funds tracked by Wall St. Rank hold XJUN as of Q1 2026.

  • Rockefeller Capital Management held 525 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $22.6K as of Q1 2026.
  • Rockefeller Capital Management sold 655 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q1 2026, an estimated $28.2K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF June made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3665 holding.
  • Rockefeller Capital Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q3 2025 and has held it in 3 quarters since.
  • Rockefeller Capital Management's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $50.7K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q1 2026.

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