IWM
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IMG Wealth Management’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

IMG Wealth Management’s Portfolio FFEB Stock Details FFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,743
Closed -$96.1K – 613
2025
Q3 		$96.1K Hold
1,743
– – 0.07% 124
2025
Q2 		$91.4K Hold
1,743
– – 0.07% 125
2025
Q1 		$85K Buy
+1,743
New +$87.2K 0.08% 116

Other funds holding FFEB

FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

IMG Wealth Management's FFEB Position: Q4 2025 in Review

IMG Wealth Management sold out of FT Vest US Equity Buffer ETF February (FFEB) in Q4 2025, closing a stake of 1,743 shares — an estimated $96.1K sold.

IMG Wealth Management first reported a position in FFEB in Q1 2025 and held it in 3 quarters. The position peaked at $96.1K in Q3 2025. 162 funds tracked by Wall St. Rank hold FFEB as of Q4 2025.

  • IMG Wealth Management reported no remaining FT Vest US Equity Buffer ETF February position as of Q4 2025 after selling out during the quarter.
  • IMG Wealth Management sold 1,743 FT Vest US Equity Buffer ETF February shares in Q4 2025, an estimated $96.1K.
  • IMG Wealth Management first reported a position in FT Vest US Equity Buffer ETF February in Q1 2025 and held it in 3 quarters.
  • IMG Wealth Management's FT Vest US Equity Buffer ETF February position peaked at $96.1K in Q3 2025.
  • 162 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q4 2025.

Based on IMG Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.