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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$118K	Hold	4,500	–	–	0.08%	131
2025 Q4	$119K	Hold	4,500	–	–	0.08%	121
2025 Q3	$117K	Hold	4,500	–	–	0.08%	113
2025 Q2	$112K	Hold	4,500	–	–	0.09%	111
2025 Q1	$106K	Hold	4,500	–	–	0.1%	101
2024 Q4	$108K	Buy	+4,500	New	+$107K	0.1%	97

Other funds holding BUFZ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

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

IMG Wealth Management held its FT Vest Laddered Moderate Buffer ETF (BUFZ) position steady in Q1 2026 at 4,500 shares worth $118K. The position accounts for 0.08% of the portfolio, ranked #131.

IMG Wealth Management first reported a position in BUFZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $119K in Q4 2025. 123 funds tracked by Wall St. Rank hold BUFZ as of Q1 2026.

IMG Wealth Management held 4,500 shares of FT Vest Laddered Moderate Buffer ETF worth $118K as of Q1 2026.
IMG Wealth Management left its FT Vest Laddered Moderate Buffer ETF share count unchanged in Q1 2026.
FT Vest Laddered Moderate Buffer ETF made up 0.08% of IMG Wealth Management's portfolio in Q1 2026, its #131 holding.
IMG Wealth Management first reported a position in FT Vest Laddered Moderate Buffer ETF in Q4 2024 and has held it in 6 quarters since.
IMG Wealth Management's FT Vest Laddered Moderate Buffer ETF position peaked at $119K in Q4 2025.
123 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q1 2026.

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