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Img Wealth Management - Q2 2026 13F Filings

IM

Img Wealth Management, Inc.

CIK: 0002032103
Address: Florida Jacksonville 8771 Perimeter Park Ct. Suite 102
$179.51 M
Portfolio Value
612
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/07/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. BUFR Ft Vest Laddered Buffer Etf
+$593,283.72
2. QQQM Invesco Nasdaq 100 Etf
+$416,886.74
3. BUFQ Ft Vest Laddered Nasdaq Buffer Etf
+$384,492.56
4. BMAY Innovator Us Equity Buffer Etf - May
+$360,191
5. CGDV Capital Group Dividend Value Etf
+$352,697.49

Top Sells

Q2 2026
1. FAUG Ft Vest Us Equity Buffer Etf - August
−$256,080.36
2. FTSM First Trust Enhanced Short Maturity Etf
−$245,430.47
3. XMAR Ft Vest Us Equity Enhance &
−$213,675.47
4. BJUL Innovator Us Equity Buffer Etf - July
−$186,554.87
5. FTCS First Trust Capital Strength Etf
−$177,696.62

Asset Allocation

Stocks/ETFs
+14.43%
$179.51 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Img Wealth Management Q2 2026 Filing Summary

Img Wealth Management, Inc. filed its 13F report for Q2 2026 on August 07, 2026. The portfolio totaled 179.51 M reflecting a +14.43% change from the prior quarter, spanning 612 assets. The top 10 holdings comprised 52.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 126 new positions and 20 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Img Wealth Management’s Q2 2026 Filing

Img Wealth Management submitted their Form 13F-HR for the Q2 2026 period on 08/07/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Img Wealth Management reported a managed portfolio value of 179.51 M, consisting of 612 individual positions.

This page displays the raw filing documents. To see which stocks Img Wealth Management bought or sold during Q2 2026, please visit Img Wealth Management's Portfolio Analysis page.