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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$306K	Hold	6,755	–	–	0.16%	72
2026 Q2	$300K	Hold	6,755	–	–	0.17%	75
2026 Q1	$283K	Hold	6,755	–	–	0.18%	69
2025 Q4	$286K	Hold	6,755	–	–	0.18%	72
2025 Q3	$281K	Hold	6,755	–	–	0.19%	62
2025 Q2	$274K	Hold	6,755	–	–	0.21%	64
2025 Q1	$261K	Hold	6,755	–	–	0.23%	54
2024 Q4	$263K	Buy	+6,755	New	+$262K	0.24%	57

Other funds holding XSEP

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

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

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

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return

Chris Bulman Roseville, California $285M AUM 15.3% 1-Year Est. Return

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

IMG Wealth Management held its FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) position steady in Q3 2026 at 6,755 shares worth $306K. The position accounts for 0.16% of the portfolio, ranked #72.

IMG Wealth Management first reported a position in XSEP in Q4 2024 and has held it in 8 quarters since. 20 funds tracked by Wall St. Rank hold XSEP as of Q3 2026.

IMG Wealth Management held 6,755 shares of FT Vest US Equity Enhance & Moderate Buffer ETF September worth $306K as of Q3 2026.
IMG Wealth Management left its FT Vest US Equity Enhance & Moderate Buffer ETF September share count unchanged in Q3 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF September made up 0.16% of IMG Wealth Management's portfolio in Q3 2026, its #72 holding.
IMG Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September in Q4 2024 and has held it in 8 quarters since.
20 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q3 2026.

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