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Nathan Edwards

Img Wealth Management, Inc.

Assets Managed
$156.874M
Holdings
506
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
-0.37%(2Q avg: 3.08%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Img Wealth Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 506 positions.

Assets under management

The assets under management (AUM) of Img Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 156.874M in assets, with a quarterly growth rate of -0.37% and a 2-quarter average growth rate of 3.08%. The portfolio is managed by Nathan Edwards, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Increased 2.22%
10.56%
$16.561M
490,399 shares@ $33.77 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 4.45%
7.45%
$11.681M
274,583 shares@ $42.55 avg price
BUFQ
Ft Vst Lad Nsdq Buf Etf-usdi
Recent Activity
Increased 2.97%
6.48%
$10.157M
287,580 shares@ $35.33 avg price
BUFD
Ft Vst Lad Deep Buf Etf-usdi
Recent Activity
Increased 2.65%
5.42%
$8.488M
303,126 shares@ $28.0 avg price
FTLS
First Trust Long Short Eqty
Recent Activity
Increased 9.73%
4.35%
$6.818M
96,898 shares@ $70.36 avg price
FGD
First Trust Dj Gl Sel Dvd
Recent Activity
Decreased -1.52%
3.93%
$6.15M
192,604 shares@ $31.94 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 6.45%
3.65%
$5.719M
83,754 shares@ $68.29 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 6.98%
3.62%
$5.669M
28,894 shares@ $196.21 avg price
SDVY
First Trust Smid Cap Rising
Recent Activity
Decreased -4.39%
3.52%
$5.51M
139,732 shares@ $39.43 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 16.52%
3.21%
$5.022M
21,134 shares@ $237.62 avg price

1-10 of 506