Number of Shares
234,919.00
Current Holdings Value*
$7.01 Mil
% of Portfolio
6.3%
Total Estimate Gain
$577,093.41
% of Total Estimate Gain
7.90%

IMG Wealth Management, Inc.'s FT Vest Laddered Nasdaq Buffer ETF Holding Summary

As of 2025-03-31, IMG Wealth Management, Inc. held 234,919.00 shares of FT Vest Laddered Nasdaq Buffer ETF(BUFQ), totaling $7.01 Mil. This investment constitutes 6.3% of their stock portfolio, and IMG Wealth Management, Inc. now holds 0.78% of the outstanding FT Vest Laddered Nasdaq Buffer ETF(BUFQ) stock.

The initial trade took place in 2024Q4. And since then IMG Wealth Management, Inc. has made 1 purchases of BUFQ, at an average price of $31.11, for a total of 234,919.00 shares. Based on historical transaction data and BUFQ's current price of $33.57, IMG Wealth Management, Inc.'s estimated gain on his BUFQ holdings is $577,093.41, reflecting a 7.90% gain to date.

IMG Wealth Management, Inc. BUFQ ($33.57) Holding Chart

IMG Wealth Management, Inc. BUFQ ($33.57) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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