Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
IMG Wealth Management, Inc. (CIK 2032103) reported $156.9M across 503 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BUFR ($16.6M, 10.56%), CGDV ($11.7M, 7.45%), BUFQ ($10.2M, 6.47%), BUFD ($8.5M, 5.41%), FTLS ($6.8M, 4.35%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BUFR | FIRST TR EXCHNG TRADED FD VI | $16.6M | 10.56% | 490,399 | Added |
| 2 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $11.7M | 7.45% | 274,583 | Added |
| 3 | BUFQ | FIRST TR EXCHNG TRADED FD VI | $10.2M | 6.47% | 287,580 | Added |
| 4 | BUFD | FIRST TR EXCHNG TRADED FD VI | $8.5M | 5.41% | 303,126 | Added |
| 5 | FTLS | FIRST TR EXCH TRADED FD III | $6.8M | 4.35% | 96,898 | Added |
| 6 | FGD | FIRST TR EXCHANGE-TRADED FD | $6.1M | 3.92% | 192,604 | Trimmed |
| 7 | RDVY | FIRST TR EXCHANGE TRADED FD | $5.7M | 3.65% | 83,754 | Added |
| 8 | VTV | VANGUARD INDEX FDS | $5.7M | 3.61% | 28,894 | Added |
| 9 | SDVY | FIRST TR EXCHANGE TRADED FD | $5.5M | 3.51% | 139,732 | Trimmed |
| 10 | QQQM | INVESCO EXCH TRADED FD TR II | $5.0M | 3.20% | 21,134 | Added |
| 11 | SPLG | SPDR SERIES TRUST | $4.3M | 2.72% | 55,809 | Added |
| 12 | CGGR | CAPITAL GROUP GROWTH ETF | $4.1M | 2.62% | 102,305 | Trimmed |
| 13 | QQQ | INVESCO QQQ TR | $2.9M | 1.88% | 5,103 | Trimmed |
| 14 | UOCT | INNOVATOR ETFS TRUST | $2.5M | 1.61% | 65,876 | Trimmed |
| 15 | UJUL | INNOVATOR ETFS TRUST | $2.5M | 1.57% | 64,111 | Trimmed |
| 16 | UJAN | INNOVATOR ETFS TRUST | $2.1M | 1.34% | 49,605 | Trimmed |
| 17 | VOO | VANGUARD INDEX FDS | $2.1M | 1.32% | 3,467 | Trimmed |
| 18 | FTCS | FIRST TR EXCHANGE-TRADED FD | $2.0M | 1.30% | 22,014 | Trimmed |
| 19 | UDEC | INNOVATOR ETFS TRUST | $2.0M | 1.27% | 51,275 | Trimmed |
| 20 | LMBS | FIRST TR EXCHANGE-TRADED FD | $1.6M | 1.03% | 32,586 | Added |
| 21 | AVDV | AMERICAN CENTY ETF TR | $1.6M | 0.99% | 15,594 | New |
| 22 | SLV | ISHARES SILVER TR | $1.5M | 0.93% | 21,306 | Hold |
| 23 | FTSM | FIRST TR EXCHANGE-TRADED FD | $1.4M | 0.92% | 24,122 | Trimmed |
| 24 | UAPR | INNOVATOR ETFS TRUST | $1.3M | 0.83% | 39,054 | Added |
| 25 | FEM | FIRST TR EXCH TRD ALPHDX FD | $1.3M | 0.81% | 42,652 | New |
Source: SEC Form 13F filings · as of 2026-03-31