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IMG Wealth Management, Inc.

13F
IMG Wealth Management, Inc.
Last update 2025-04-23 292 Stocks (45 new)
Value $111.00 Mil Turnover 8 %
Countries:
IMG Wealth Management, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BUFR
FT Vest Laddered Buffer ETF
392,733
11,660.2
+12.51%
10.470
+1.16%
0.180
+13.04%
+5.69%
7,049.7
 
CGDV
Capital Group Dividend Value ETF
205,992
7,341.6
+5.56%
6.590
+0.35%
0.050
+22.24%
+15.90%
19,682.3
 
BUFQ
FT Vest Laddered Nasdaq Buffer ETF
234,919
7,014.7
+12.54%
6.300
+0.70%
0.780
+16.81%
+6.81%
998.7
 
BUFD
FT Vest Laddered Deep Buffer ETF
264,499
6,599.3
+7.52%
5.930
+0.41%
0.520
+11.20%
+5.02%
1,361.4
 
QQQ
INVESCO QQQ Trust
12,208
5,724.7
+1.40%
5.140
+0.07%
0.000
+26.41%
+10.07%
357,846.7
 
FTCS
First Trust Capital Strength ETF
63,603
5,701.4
+3.12%
5.120
+0.15%
0.070
+6.33%
+4.93%
8,414.8
 
VOO
Vanguard S&P 500 ETF
8,707
4,474.5
+1.84%
4.020
+0.07%
0.000
+19.71%
+7.97%
658,032.1
 
MOAT
VanEck Morningstar Wide Moat ETF
49,671
4,371.1
+4.81%
3.930
+0.18%
0.030
+19.05%
+4.93%
12,891.8
 
FTLS
First Trust Long/Short Equity ETF
65,557
4,200.9
+10.99%
3.770
+0.37%
0.220
+7.40%
+1.61%
1,964.8
 
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
106,147
3,555.9
+2.83%
3.190
+0.09%
0.050
+15.36%
+1.96%
8,386.9
 

IMG Wealth Management, Inc.'s Historical Top Holdings Breakdowns

IMG Wealth Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GLD
SPDR Gold Shares ETF
2025-03-31
Sold Out
Sold Out
-1.84%
243.19 ($264.45) 288.14
$316.10
19.53%
Sold Out
0
-8,195
UDEC
Innovator U.S. Equity Ultra Buffer ETF - December
Innovator U.S. Equity Ultra Buffer ETF - December
2025-03-31
Add
Add
+1.26%
34.08 ($35.19) 35.99
$36.82
4.63%
Add 401.2%
51,122
40,922
BUFR
FT Vest Laddered Buffer ETF
2025-03-31
Add
Add
+1.16%
29.34 ($30.56) 31.31
$32.20
5.38%
Add 12.51%
392,733
43,653
BUFQ
FT Vest Laddered Nasdaq Buffer ETF
2025-03-31
Add
Add
+0.70%
29.68 ($31.38) 32.59
$33.57
6.98%
Add 12.54%
234,919
26,183
ZFEB
Innovator Equity Defined Protection ETF - 1 Yr February
Innovator Equity Defined Protection ETF - 1 Yr February
2025-03-31
New Buy
New Buy
+0.50%
23.6 ($23.83) 24.04
$24.51
2.85%
New holding
23,596
23,596
BUFD
FT Vest Laddered Deep Buffer ETF
2025-03-31
Add
Add
+0.41%
24.66 ($25.57) 26.1
$26.80
4.81%
Add 7.52%
264,499
18,503
ZMAR
Innovator Equity Defined Protection ETF - 1 Yr March
Innovator Equity Defined Protection ETF - 1 Yr March
2025-03-31
New Buy
New Buy
+0.38%
25.66 ($25.81) 25.95
$26.64
3.24%
New holding
16,324
16,324
FTLS
First Trust Long/Short Equity ETF
2025-03-31
Add
Add
+0.37%
63.42 ($66.15) 68.17
$66.49
0.51%
Add 10.99%
65,557
6,489
CGDV
Capital Group Dividend Value ETF
2025-03-31
Add
Add
+0.35%
34.95 ($36.32) 37.36
$40.61
11.81%
Add 5.56%
205,992
10,850
BDEC
Innovator U.S. Equity Buffer ETF - December
Innovator U.S. Equity Buffer ETF - December
2025-03-31
Add
Add
+0.21%
41.39 ($43.22) 44.52
$45.70
5.74%
Add 42.28%
18,812
5,590

IMG Wealth Management, Inc. Total Holding History ($B)

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IMG Wealth Management, Inc.'s Asset Allocation

To

IMG Wealth Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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IMG Wealth Management, Inc.'s Hypothetical Growth since 2025-03-31

IMG Wealth Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

IMG Wealth Management, Inc.'s Holdings Heat Map

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IMG Wealth Management, Inc.'s Holdings Bubble Chart

IMG Wealth Management, Inc. News

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