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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$226K	Sell	5,300 -5,000	-49%	-$211K	0.13%	98
2026 Q1	$417K	Hold	10,300	–	–	0.27%	51
2025 Q4	$411K	Hold	10,300	–	–	0.26%	55
2025 Q3	$404K	Hold	10,300	–	–	0.27%	44
2025 Q2	$394K	Hold	10,300	–	–	0.31%	43
2025 Q1	$378K	Hold	10,300	–	–	0.34%	36
2024 Q4	$373K	Buy	+10,300	New	+$369K	0.34%	36

Other funds holding XMAR

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

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

FGG

Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

KAS

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

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

IMG Wealth Management reduced its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 49% in Q2 2026, selling an estimated $211K and leaving 5,300 shares worth $226K. The position accounts for 0.13% of the portfolio, ranked #98.

IMG Wealth Management first reported a position in XMAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $417K in Q1 2026. 71 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

IMG Wealth Management held 5,300 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $226K as of Q2 2026.
IMG Wealth Management sold 5,000 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q2 2026, an estimated $211K.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.13% of IMG Wealth Management's portfolio in Q2 2026, its #98 holding.
IMG Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q4 2024 and has held it in 7 quarters since.
IMG Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $417K in Q1 2026.
71 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

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