IWM
BUFY

IMG Wealth Management’s FT Vest Laddered International Moderate Buffer ETF BUFY Stock Holding History

IMG Wealth Management’s Portfolio BUFY Stock Details BUFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$143K Hold
6,410
– – 0.09% 116
2025
Q4 		$143K Sell
6,410
-476
-7% -$10.4K 0.09% 113
2025
Q3 		$150K Buy
6,886
+6,410
+1,347% +$137K 0.1% 101
2025
Q2 		$10K Buy
+476
New +$9.68K 0.01% 263

Other funds holding BUFY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

IMG Wealth Management held its FT Vest Laddered International Moderate Buffer ETF (BUFY) position steady in Q1 2026 at 6,410 shares worth $143K. The position accounts for 0.09% of the portfolio, ranked #116.

IMG Wealth Management first reported a position in BUFY in Q2 2025 and has held it in 4 quarters since. The position peaked at $150K in Q3 2025. 54 funds tracked by Wall St. Rank hold BUFY as of Q1 2026.

  • IMG Wealth Management held 6,410 shares of FT Vest Laddered International Moderate Buffer ETF worth $143K as of Q1 2026.
  • IMG Wealth Management left its FT Vest Laddered International Moderate Buffer ETF share count unchanged in Q1 2026.
  • FT Vest Laddered International Moderate Buffer ETF made up 0.09% of IMG Wealth Management's portfolio in Q1 2026, its #116 holding.
  • IMG Wealth Management first reported a position in FT Vest Laddered International Moderate Buffer ETF in Q2 2025 and has held it in 4 quarters since.
  • IMG Wealth Management's FT Vest Laddered International Moderate Buffer ETF position peaked at $150K in Q3 2025.
  • 54 funds tracked by Wall St. Rank held FT Vest Laddered International Moderate Buffer ETF as of Q1 2026.

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