Rockefeller Capital Management’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$196K	Hold	7,166	–	–	﹤0.01%	2508
2025 Q4	$194K	Sell	7,166 -10	-0.1%	-$265	﹤0.01%	2392
2025 Q3	$188K	Buy	+7,176	New	+$185K	﹤0.01%	2257
2025 Q2	–	Sell	-12,150	Closed	-$291K	–	1792
2025 Q1	$291K	Sell	12,150 -7,092	-37%	-$168K	﹤0.01%	1596
2024 Q4	$439K	Sell	19,242 -180,857	-90%	-$4.22M	﹤0.01%	1509
2024 Q3	$4.85M	Buy	200,099 +11,802	+6%	+$279K	0.01%	711
2024 Q2	$4.36M	Buy	188,297 +20,790	+12%	+$480K	0.01%	729
2024 Q1	$3.88M	Buy	167,507 +3,740	+2%	+$83.6K	0.01%	773
2023 Q4	$3.62M	Sell	163,767 -9,942	-6%	-$206K	0.01%	723
2023 Q3	$3.53M	Buy	+173,709	New	+$3.65M	0.01%	662

Other funds holding YMAR

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Rockefeller Capital Management held its FT Vest International Equity Moderate Buffer ETF March (YMAR) position steady in Q1 2026 at 7,166 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #2508.

Rockefeller Capital Management first reported a position in YMAR in Q3 2023 and has held it in 10 quarters since. The position peaked at $4.85M in Q3 2024. 64 funds tracked by Wall St. Rank hold YMAR as of Q1 2026.

Rockefeller Capital Management held 7,166 shares of FT Vest International Equity Moderate Buffer ETF March worth $196K as of Q1 2026.
Rockefeller Capital Management left its FT Vest International Equity Moderate Buffer ETF March share count unchanged in Q1 2026.
FT Vest International Equity Moderate Buffer ETF March made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2508 holding.
Rockefeller Capital Management first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q3 2023 and has held it in 10 quarters since.
Rockefeller Capital Management's FT Vest International Equity Moderate Buffer ETF March position peaked at $4.85M in Q3 2024.
64 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q1 2026.

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