Top 50 Img Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BUFR | FIRST TR EXCHNG TRADED FD VI | 10.56% | 490.4K | $16.6M | +2.22%(+10.64K) | $30.57(+17.97%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 7.45% | 274.6K | $11.7M | +4.44%(+11.68K) | $37.08(+28.97%) | 2026-03-31 | |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | 6.47% | 287.6K | $10.2M | +2.96%(+8.28K) | $31.41(+23.42%) | 2026-03-31 | |
| BUFD | FIRST TR EXCHNG TRADED FD VI | 5.41% | 303.1K | $8.5M | +2.64%(+7.81K) | $25.56(+15.11%) | 2026-03-31 | |
| FTLS | FIRST TR EXCH TRADED FD III | 4.35% | 96.9K | $6.8M | +9.73%(+8.59K) | $66.02(+12.47%) | 2026-03-31 | |
| FGD | FIRST TR EXCHANGE-TRADED FD | 3.92% | 192.6K | $6.1M | -1.53%(-2.99K) | $26.71(+25.05%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 3.65% | 83.8K | $5.7M | +6.45%(+5.07K) | $61.18(+20.37%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.61% | 28.9K | $5.7M | +6.97%(+1.88K) | $189.06(+9.32%) | 2026-03-31 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 3.51% | 139.7K | $5.5M | -4.40%(-6.42K) | $36.19(+12.74%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 3.2% | 21.1K | $5.0M | +16.51%(+3.00K) | $240.86(+21.18%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.18% | +37.44% |
| Top 20 Holdings Unweighted | +13.74% | +47.14% |
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