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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$112K	Hold	2,841	–	–	0.06%	149
2026 Q1	$106K	Hold	2,841	–	–	0.07%	136
2025 Q4	$107K	Sell	2,841 -1,049	-27%	-$39.1K	0.07%	129
2025 Q3	$143K	Hold	3,890	–	–	0.1%	104
2025 Q2	$139K	Hold	3,890	–	–	0.11%	100
2025 Q1	$132K	Hold	3,890	–	–	0.12%	91
2024 Q4	$133K	Buy	+3,890	New	+$133K	0.12%	91

Other funds holding XOCT

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

KAS

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

SRA

Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

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

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

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

IMG Wealth Management held its FT Vest US Equity Enhance & Moderate Buffer ETF October (XOCT) position steady in Q2 2026 at 2,841 shares worth $112K. The position accounts for 0.06% of the portfolio, ranked #149.

IMG Wealth Management first reported a position in XOCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $143K in Q3 2025. 43 funds tracked by Wall St. Rank hold XOCT as of Q2 2026.

IMG Wealth Management held 2,841 shares of FT Vest US Equity Enhance & Moderate Buffer ETF October worth $112K as of Q2 2026.
IMG Wealth Management left its FT Vest US Equity Enhance & Moderate Buffer ETF October share count unchanged in Q2 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF October made up 0.06% of IMG Wealth Management's portfolio in Q2 2026, its #149 holding.
IMG Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF October in Q4 2024 and has held it in 7 quarters since.
IMG Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF October position peaked at $143K in Q3 2025.
43 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF October as of Q2 2026.

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