IMG Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$19.9M	Buy	532,201 +25,561	+5%	+$949K	10.29%	1
2026 Q2	$18.5M	Buy	506,640 +16,241	+3%	+$582K	10.31%	1
2026 Q1	$16.6M	Buy	490,399 +10,641	+2%	+$365K	10.56%	1
2025 Q4	$16.4M	Sell	479,758 -2,100	-0.4%	-$70.9K	10.44%	1
2025 Q3	$16.1M	Buy	481,858 +56,719	+13%	+$1.85M	10.89%	1
2025 Q2	$13.5M	Buy	425,139 +32,406	+8%	+$975K	10.47%	1
2025 Q1	$11.7M	Buy	392,733 +43,653	+13%	+$1.33M	10.47%	1
2024 Q4	$10.6M	Buy	+349,080	New	+$10.6M	9.84%	1

Other funds holding BUFR

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Macro Advisors York, Pennsylvania $325M AUM

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

IMG Wealth Management increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 5% in Q3 2026, buying an estimated $949K and bringing the position to 532,201 shares worth $19.9M. The position accounts for 10.29% of the portfolio, ranked #1.

IMG Wealth Management first reported a position in BUFR in Q4 2024 and has held it in 8 quarters since. 400 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

IMG Wealth Management held 532,201 shares of FT Vest Fund of Buffer ETFs worth $19.9M as of Q3 2026.
IMG Wealth Management bought 25,561 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $949K.
FT Vest Fund of Buffer ETFs made up 10.29% of IMG Wealth Management's portfolio in Q3 2026, its #1 holding.
IMG Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 8 quarters since.
400 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

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