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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.4K	Sell	573 -15	-3%	-$654	0.01%	232
2026 Q1	$24.5K	Hold	588	–	–	0.02%	221
2025 Q4	$24.1K	Hold	588	–	–	0.02%	221
2025 Q3	$23.6K	Hold	588	–	–	0.02%	196
2025 Q2	$22.9K	Hold	588	–	–	0.02%	195
2025 Q1	$21.9K	Hold	588	–	–	0.02%	188
2024 Q4	$22K	Buy	+588	New	+$21.9K	0.02%	173

Other funds holding GMAR

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

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

BHC

Bull Harbor Capital Bethesda, Maryland $513M AUM

WTFG

Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

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

IMG Wealth Management reduced its FT Vest US Equity Moderate Buffer ETF March (GMAR) stake by 2.6% in Q2 2026, selling an estimated $654 and leaving 573 shares worth $25.4K. The position accounts for 0.01% of the portfolio, ranked #232.

IMG Wealth Management first reported a position in GMAR in Q4 2024 and has held it in 7 quarters since. 127 funds tracked by Wall St. Rank hold GMAR as of Q2 2026.

IMG Wealth Management held 573 shares of FT Vest US Equity Moderate Buffer ETF March worth $25.4K as of Q2 2026.
IMG Wealth Management sold 15 FT Vest US Equity Moderate Buffer ETF March shares in Q2 2026, an estimated $654.
FT Vest US Equity Moderate Buffer ETF March made up 0.01% of IMG Wealth Management's portfolio in Q2 2026, its #232 holding.
IMG Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q4 2024 and has held it in 7 quarters since.
127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q2 2026.

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