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IMG Wealth Management’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

IMG Wealth Management’s Portfolio BUFG Stock Details BUFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.9K Sell
963
-196
-17% -$5.39K 0.02% 216
2025
Q4 		$31.9K Sell
1,159
-261
-18% -$7.09K 0.02% 194
2025
Q3 		$38.3K Sell
1,420
-276
-16% -$7.24K 0.03% 164
2025
Q2 		$43.3K Sell
1,696
-181
-10% -$4.38K 0.03% 154
2025
Q1 		$44.6K Sell
1,877
-1,269
-40% -$31.2K 0.04% 149
2024
Q4 		$77.1K Buy
+3,146
New +$77K 0.07% 118

Other funds holding BUFG

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

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

IMG Wealth Management reduced its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 17% in Q1 2026, selling an estimated $5.39K and leaving 963 shares worth $25.9K. The position accounts for 0.02% of the portfolio, ranked #216.

IMG Wealth Management first reported a position in BUFG in Q4 2024 and has held it in 6 quarters since. The position peaked at $77.1K in Q4 2024. 88 funds tracked by Wall St. Rank hold BUFG as of Q1 2026.

  • IMG Wealth Management held 963 shares of FT Vest Buffered Allocation Growth ETF worth $25.9K as of Q1 2026.
  • IMG Wealth Management sold 196 FT Vest Buffered Allocation Growth ETF shares in Q1 2026, an estimated $5.39K.
  • FT Vest Buffered Allocation Growth ETF made up 0.02% of IMG Wealth Management's portfolio in Q1 2026, its #216 holding.
  • IMG Wealth Management first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • IMG Wealth Management's FT Vest Buffered Allocation Growth ETF position peaked at $77.1K in Q4 2024.
  • 88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2026.

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