IMG Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$134K	Sell	3,020 -3,019	-50%	-$133K	0.07%	137
2026 Q1	$259K	Sell	6,039 -531	-8%	-$22.9K	0.17%	76
2025 Q4	$282K	Hold	6,570	–	–	0.18%	76
2025 Q3	$277K	Sell	6,570 -1,355	-17%	-$56.4K	0.19%	64
2025 Q2	$325K	Hold	7,925	–	–	0.25%	54
2025 Q1	$305K	Sell	7,925 -580	-7%	-$22.6K	0.27%	47
2024 Q4	$329K	Buy	+8,505	New	+$327K	0.3%	42

Other funds holding XJUN

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

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

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

LEA

Legacy Edge Advisors Syosset, New York $1.09B AUM 20.24% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

LM Advisors San Diego, California $866M AUM 26.16% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

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

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

IMG Wealth Management reduced its FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) stake by 50% in Q2 2026, selling an estimated $133K and leaving 3,020 shares worth $134K. The position accounts for 0.07% of the portfolio, ranked #137.

IMG Wealth Management first reported a position in XJUN in Q4 2024 and has held it in 7 quarters since. The position peaked at $329K in Q4 2024. 72 funds tracked by Wall St. Rank hold XJUN as of Q2 2026.

IMG Wealth Management held 3,020 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $134K as of Q2 2026.
IMG Wealth Management sold 3,019 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q2 2026, an estimated $133K.
FT Vest US Equity Enhance & Moderate Buffer ETF June made up 0.07% of IMG Wealth Management's portfolio in Q2 2026, its #137 holding.
IMG Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q4 2024 and has held it in 7 quarters since.
IMG Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $329K in Q4 2024.
72 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q2 2026.

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