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IMG Wealth Management’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

IMG Wealth Management’s Portfolio BUFT Stock Details BUFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.01K Sell
323
-224
-41% -$5.54K 0.01% 326
2025
Q4 		$13.5K Sell
547
-594
-52% -$14.5K 0.01% 287
2025
Q3 		$27.6K Hold
1,141
– – 0.02% 185
2025
Q2 		$26.9K Hold
1,141
– – 0.02% 181
2025
Q1 		$25.6K Sell
1,141
-362
-24% -$8.19K 0.02% 179
2024
Q4 		$33.7K Buy
+1,503
New +$33.5K 0.03% 155

Other funds holding BUFT

GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM

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

IMG Wealth Management reduced its FT Vest Buffered Allocation Defensive ETF (BUFT) stake by 41% in Q1 2026, selling an estimated $5.54K and leaving 323 shares worth $8.01K. The position accounts for 0.01% of the portfolio, ranked #326.

IMG Wealth Management first reported a position in BUFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $33.7K in Q4 2024. 59 funds tracked by Wall St. Rank hold BUFT as of Q1 2026.

  • IMG Wealth Management held 323 shares of FT Vest Buffered Allocation Defensive ETF worth $8.01K as of Q1 2026.
  • IMG Wealth Management sold 224 FT Vest Buffered Allocation Defensive ETF shares in Q1 2026, an estimated $5.54K.
  • FT Vest Buffered Allocation Defensive ETF made up 0.01% of IMG Wealth Management's portfolio in Q1 2026, its #326 holding.
  • IMG Wealth Management first reported a position in FT Vest Buffered Allocation Defensive ETF in Q4 2024 and has held it in 6 quarters since.
  • IMG Wealth Management's FT Vest Buffered Allocation Defensive ETF position peaked at $33.7K in Q4 2024.
  • 59 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q1 2026.

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