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 Q3	$84.1K	Sell	2,082 -759	-27%	-$30.4K	0.04%	159
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

Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Seven Hills Financial Tallahassee, Florida $166M AUM

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

IMG Wealth Management's XOCT Position: Q3 2026 in Review

IMG Wealth Management reduced its FT Vest US Equity Enhance & Moderate Buffer ETF October (XOCT) stake by 27% in Q3 2026, selling an estimated $30.4K and leaving 2,082 shares worth $84.1K. The position accounts for 0.04% of the portfolio, ranked #159.

IMG Wealth Management first reported a position in XOCT in Q4 2024 and has held it in 8 quarters since. The position peaked at $143K in Q3 2025. 42 funds tracked by Wall St. Rank hold XOCT as of Q3 2026.

IMG Wealth Management held 2,082 shares of FT Vest US Equity Enhance & Moderate Buffer ETF October worth $84.1K as of Q3 2026.
IMG Wealth Management sold 759 FT Vest US Equity Enhance & Moderate Buffer ETF October shares in Q3 2026, an estimated $30.4K.
FT Vest US Equity Enhance & Moderate Buffer ETF October made up 0.04% of IMG Wealth Management's portfolio in Q3 2026, its #159 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 8 quarters since.
IMG Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF October position peaked at $143K in Q3 2025.
42 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF October as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.