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
Q2 		– Sell
-525
Closed -$22.6K – 4884
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

Other funds holding XJUN

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KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LEA
Legacy Edge Advisors Syosset, New York $1.09B AUM 20.24% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
LA
LM Advisors San Diego, California $866M AUM 26.16% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Rockefeller Capital Management sold out of FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q2 2026, closing a stake of 525 shares — an estimated $22.6K sold.

Rockefeller Capital Management first reported a position in XJUN in Q3 2025 and held it in 3 quarters. The position peaked at $50.7K in Q4 2025. 74 funds tracked by Wall St. Rank hold XJUN as of Q2 2026.

  • Rockefeller Capital Management reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF June position as of Q2 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 525 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q2 2026, an estimated $22.6K.
  • Rockefeller Capital Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q3 2025 and held it in 3 quarters.
  • Rockefeller Capital Management's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $50.7K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q2 2026.

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