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 Q2	–	Sell	-323	Closed	-$8.01K	–	617
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 $793M AUM 21.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

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

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

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

LWMI

Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

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

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

IMG Wealth Management sold out of FT Vest Buffered Allocation Defensive ETF (BUFT) in Q2 2026, closing a stake of 323 shares — an estimated $8.01K sold.

IMG Wealth Management first reported a position in BUFT in Q4 2024 and held it in 6 quarters. The position peaked at $33.7K in Q4 2024. 58 funds tracked by Wall St. Rank hold BUFT as of Q2 2026.

IMG Wealth Management reported no remaining FT Vest Buffered Allocation Defensive ETF position as of Q2 2026 after selling out during the quarter.
IMG Wealth Management sold 323 FT Vest Buffered Allocation Defensive ETF shares in Q2 2026, an estimated $8.01K.
IMG Wealth Management first reported a position in FT Vest Buffered Allocation Defensive ETF in Q4 2024 and held it in 6 quarters.
IMG Wealth Management's FT Vest Buffered Allocation Defensive ETF position peaked at $33.7K in Q4 2024.
58 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q2 2026.

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