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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$140K	Sell	4,187 -231	-5%	-$7.67K	0.09%	118
2025 Q4	$146K	Sell	4,418 -4,243	-49%	-$139K	0.09%	110
2025 Q3	$282K	Sell	8,661 -211	-2%	-$6.82K	0.19%	61
2025 Q2	$285K	Hold	8,872	–	–	0.22%	63
2025 Q1	$278K	Sell	8,872 -578	-6%	-$18K	0.25%	52
2024 Q4	$292K	Buy	+9,450	New	+$290K	0.27%	51

Other funds holding MARM

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return

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

IMG Wealth Management reduced its FT Vest US Equity Max Buffer ETF March (MARM) stake by 5.2% in Q1 2026, selling an estimated $7.67K and leaving 4,187 shares worth $140K. The position accounts for 0.09% of the portfolio, ranked #118.

IMG Wealth Management first reported a position in MARM in Q4 2024 and has held it in 6 quarters since. The position peaked at $292K in Q4 2024. 74 funds tracked by Wall St. Rank hold MARM as of Q1 2026.

IMG Wealth Management held 4,187 shares of FT Vest US Equity Max Buffer ETF March worth $140K as of Q1 2026.
IMG Wealth Management sold 231 FT Vest US Equity Max Buffer ETF March shares in Q1 2026, an estimated $7.67K.
FT Vest US Equity Max Buffer ETF March made up 0.09% of IMG Wealth Management's portfolio in Q1 2026, its #118 holding.
IMG Wealth Management first reported a position in FT Vest US Equity Max Buffer ETF March in Q4 2024 and has held it in 6 quarters since.
IMG Wealth Management's FT Vest US Equity Max Buffer ETF March position peaked at $292K in Q4 2024.
74 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q1 2026.

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