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IMG Wealth Management’s BlackRock Energy and Resources Trust BGR Stock Holding History

IMG Wealth Management’s Portfolio BGR Stock Details BGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-160
Closed -$2.17K – 520
2025
Q4 		$2.17K Buy
+160
New +$2.16K ﹤0.01% 513

Other funds holding BGR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CCMW
Cypress Capital Management (Wyoming) Sheridan, Wyoming $108M AUM 54.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IMG Wealth Management's BGR Position: Q1 2026 in Review

IMG Wealth Management sold out of BlackRock Energy and Resources Trust (BGR) in Q1 2026, closing a stake of 160 shares — an estimated $2.17K sold.

IMG Wealth Management first reported a position in BGR in Q4 2025 and held it in 1 quarter. The position peaked at $2.17K in Q4 2025. 85 funds tracked by Wall St. Rank hold BGR as of Q1 2026.

  • IMG Wealth Management reported no remaining BlackRock Energy and Resources Trust position as of Q1 2026 after selling out during the quarter.
  • IMG Wealth Management sold 160 BlackRock Energy and Resources Trust shares in Q1 2026, an estimated $2.17K.
  • IMG Wealth Management first reported a position in BlackRock Energy and Resources Trust in Q4 2025 and held it in 1 quarter.
  • IMG Wealth Management's BlackRock Energy and Resources Trust position peaked at $2.17K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.