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IMG Wealth Management’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

IMG Wealth Management’s Portfolio FMAR Stock Details FMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.1K Hold
517
– – 0.02% 219
2025
Q4 		$24.5K Hold
517
– – 0.02% 219
2025
Q3 		$24K Hold
517
– – 0.02% 194
2025
Q2 		$23.2K Hold
517
– – 0.02% 193
2025
Q1 		$21.8K Hold
517
– – 0.02% 189
2024
Q4 		$22.4K Buy
+517
New +$22.2K 0.02% 172

Other funds holding FMAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

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

IMG Wealth Management held its FT Vest US Equity Buffer ETF March (FMAR) position steady in Q1 2026 at 517 shares worth $25.1K. The position accounts for 0.02% of the portfolio, ranked #219.

IMG Wealth Management first reported a position in FMAR in Q4 2024 and has held it in 6 quarters since. 131 funds tracked by Wall St. Rank hold FMAR as of Q1 2026.

  • IMG Wealth Management held 517 shares of FT Vest US Equity Buffer ETF March worth $25.1K as of Q1 2026.
  • IMG Wealth Management left its FT Vest US Equity Buffer ETF March share count unchanged in Q1 2026.
  • FT Vest US Equity Buffer ETF March made up 0.02% of IMG Wealth Management's portfolio in Q1 2026, its #219 holding.
  • IMG Wealth Management first reported a position in FT Vest US Equity Buffer ETF March in Q4 2024 and has held it in 6 quarters since.
  • 131 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q1 2026.

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