IMG Wealth Management’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

IMG Wealth Management’s Portfolio BUFQ Stock Details BUFQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$12.7M	Buy	313,074 +15,703	+5%	+$619K	6.54%	3
2026 Q2	$11.7M	Buy	297,371 +9,791	+3%	+$375K	6.51%	3
2026 Q1	$10.2M	Buy	287,580 +8,281	+3%	+$297K	6.47%	3
2025 Q4	$10M	Sell	279,299 -10,897	-4%	-$385K	6.36%	3
2025 Q3	$10.1M	Buy	290,196 +34,042	+13%	+$1.16M	6.84%	3
2025 Q2	$8.5M	Buy	256,154 +21,235	+9%	+$658K	6.59%	3
2025 Q1	$7.01M	Buy	234,919 +26,183	+13%	+$822K	6.3%	3
2024 Q4	$6.56M	Buy	+208,736	New	+$6.48M	6.07%	3

Other funds holding BUFQ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Valtinson Bruner Financial Planning New Brighton, Minnesota $404M AUM 8.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Seros Financial Tempe, Arizona $197M AUM 16.58% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

IMG Wealth Management's BUFQ Position: Q3 2026 in Review

IMG Wealth Management increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 5.3% in Q3 2026, buying an estimated $619K and bringing the position to 313,074 shares worth $12.7M. The position accounts for 6.54% of the portfolio, ranked #3.

IMG Wealth Management first reported a position in BUFQ in Q4 2024 and has held it in 8 quarters since. 128 funds tracked by Wall St. Rank hold BUFQ as of Q3 2026.

IMG Wealth Management held 313,074 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $12.7M as of Q3 2026.
IMG Wealth Management bought 15,703 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q3 2026, an estimated $619K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 6.54% of IMG Wealth Management's portfolio in Q3 2026, its #3 holding.
IMG Wealth Management first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q4 2024 and has held it in 8 quarters since.
128 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.