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Img Wealth Management, Inc.

Portfolio Manager
IMG Wealth Management, Inc.
Performance
-1.62% (2026 Q1)
AUM (13F)
$156.87M
# of Holdings
506
Performance Rank
Allocation (Top 20)
68.79%

Img Wealth Management, Inc. Holdings Map

Top 50 Img Wealth Management, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BUFR
FIRST TR EXCHNG TRADED FD VI
10.56%490.4K$16.6M
+2.22%(+10.64K)
2025-Q1: 392.7K shares2025-Q2: 425.1K shares2025-Q3: 481.9K shares2025-Q4: 479.8K shares2026-Q1: 490.4K shares
$30.57(+17.97%)
2026-03-31
CGDV
CAPITAL GROUP DIVIDEND VALUE
7.45%274.6K$11.7M
+4.44%(+11.68K)
2025-Q1: 206.0K shares2025-Q2: 222.5K shares2025-Q3: 247.7K shares2025-Q4: 262.9K shares2026-Q1: 274.6K shares
$37.08(+28.97%)
2026-03-31
BUFQ
FIRST TR EXCHNG TRADED FD VI
6.47%287.6K$10.2M
+2.96%(+8.28K)
2025-Q1: 234.9K shares2025-Q2: 256.2K shares2025-Q3: 290.2K shares2025-Q4: 279.3K shares2026-Q1: 287.6K shares
$31.41(+23.42%)
2026-03-31
BUFD
FIRST TR EXCHNG TRADED FD VI
5.41%303.1K$8.5M
+2.64%(+7.81K)
2025-Q1: 264.5K shares2025-Q2: 275.4K shares2025-Q3: 309.1K shares2025-Q4: 295.3K shares2026-Q1: 303.1K shares
$25.56(+15.11%)
2026-03-31
FTLS
FIRST TR EXCH TRADED FD III
4.35%96.9K$6.8M
+9.73%(+8.59K)
2025-Q1: 65.6K shares2025-Q2: 71.7K shares2025-Q3: 79.6K shares2025-Q4: 88.3K shares2026-Q1: 96.9K shares
$66.02(+12.47%)
2026-03-31
FGD
FIRST TR EXCHANGE-TRADED FD
3.92%192.6K$6.1M
-1.53%(-2.99K)
2025-Q1: 835 shares2025-Q2: 139.9K shares2025-Q3: 170.5K shares2025-Q4: 195.6K shares2026-Q1: 192.6K shares
$26.71(+25.05%)
2026-03-31
RDVY
FIRST TR EXCHANGE TRADED FD
3.65%83.8K$5.7M
+6.45%(+5.07K)
2025-Q1: 56.6K shares2025-Q2: 62.3K shares2025-Q3: 73.9K shares2025-Q4: 78.7K shares2026-Q1: 83.8K shares
$61.18(+20.37%)
2026-03-31
VTV
VANGUARD INDEX FDS
3.61%28.9K$5.7M
+6.97%(+1.88K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 27.0K shares2026-Q1: 28.9K shares
$189.06(+9.32%)
2026-03-31
SDVY
FIRST TR EXCHANGE TRADED FD
3.51%139.7K$5.5M
-4.40%(-6.42K)
2025-Q1: 106.1K shares2025-Q2: 115.0K shares2025-Q3: 137.0K shares2025-Q4: 146.2K shares2026-Q1: 139.7K shares
$36.19(+12.74%)
2026-03-31
QQQM
INVESCO EXCH TRADED FD TR II
3.2%21.1K$5.0M
+16.51%(+3.00K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 25 shares2025-Q4: 18.1K shares2026-Q1: 21.1K shares
$240.86(+21.18%)
2026-03-31

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