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 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 $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IMG Wealth Management's BUFQ Position: Q2 2026 in Review

IMG Wealth Management increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 3.4% in Q2 2026, buying an estimated $375K and bringing the position to 297,371 shares worth $11.7M. The position accounts for 6.51% of the portfolio, ranked #3.

IMG Wealth Management first reported a position in BUFQ in Q4 2024 and has held it in 7 quarters since. 185 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

IMG Wealth Management held 297,371 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $11.7M as of Q2 2026.
IMG Wealth Management bought 9,791 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $375K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 6.51% of IMG Wealth Management's portfolio in Q2 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 7 quarters since.
185 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.