Ima Wealth, Inc. Closed Holding Positions

Ima Wealth, Inc.

  • $458 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TREX
Trex CO Inc

Industrials
Q3 2022 Filed on Nov 15, 2022
9,600
$42.97 - $65.27 $413K - $627K
FISV
Fiserv Inc

Technology
Q3 2022 Filed on Nov 15, 2022
67
$91.66 - $110.72 $6.14K - $7.42K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q3 2022 Filed on Nov 15, 2022
195
$57.83 - $67.03 $11.3K - $13.1K
KMX
Carmax Inc

Consumer Cyclical
Q3 2022 Filed on Nov 15, 2022
3,000
$65.16 - $104.22 $195K - $313K
QUAL
Ishares Msci Usa Quality Facto

ETFs
Q3 2022 Filed on Nov 15, 2022
119
$103.94 - $126.48 $12.4K - $15.1K
GWRE
Guidewire Software, Inc.

Technology
Q3 2022 Filed on Nov 15, 2022
1,900
$59.47 - $82.32 $113K - $156K
PODD
Insulet Corp

Healthcare
Q3 2022 Filed on Nov 15, 2022
1,535
$224.6 - $281.45 $345K - $432K
RNG
Ring Central, Inc.

Technology
Q3 2022 Filed on Nov 15, 2022
300
$39.96 - $61.33 $12K - $18.4K
GSK
Gsk PLC

Healthcare
Q3 2022 Filed on Nov 15, 2022
156
$16.13 - $44.61 $2.52K - $6.96K
IMH
Impac Mortgage Holdings Inc

Financial Services
Q2 2022 Filed on Aug 18, 2022
30
$0.58 - $0.84 $17.4 - $25.2
K
Kellogg CO

Consumer Defensive
Q2 2022 Filed on Aug 18, 2022
93
$65.31 - $74.53 $6.07K - $6.93K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q2 2022 Filed on Aug 18, 2022
100
$48.54 - $70.34 $4.85K - $7.03K
TPIC
Tpi Composites, Inc

Industrials
Q2 2022 Filed on Aug 18, 2022
5,165
$10.02 - $15.34 $51.8K - $79.2K
THCX
Spinnaker ETF Ser Cannabis ETF

ETFs
Q2 2022 Filed on Aug 18, 2022
100
N/A
ENS
Ener Sys

Industrials
Q2 2022 Filed on Aug 18, 2022
350
$57.69 - $77.07 $20.2K - $27K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q2 2022 Filed on Aug 18, 2022
101
$5.8 - $10.48 $586 - $1.06K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
Q2 2022 Filed on Aug 18, 2022
50
$76.05 - $91.4 $3.8K - $4.57K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q2 2022 Filed on Aug 18, 2022
26
$36.58 - $70.5 $951 - $1.83K
AVLR
Avalara, Inc.

Technology
Q2 2022 Filed on Aug 18, 2022
39
$68.03 - $107.35 $2.65K - $4.19K
JEF
Jefferies Financial Group Inc.

Financial Services
Q2 2022 Filed on Aug 18, 2022
548
$26.32 - $34.33 $14.4K - $18.8K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
Q2 2022 Filed on Aug 18, 2022
16
$101.86 - $134.9 $1.63K - $2.16K
SBSW
Sibanye Stillwater LTD

Basic Materials
Q2 2022 Filed on Aug 18, 2022
108
$9.97 - $17.52 $1.08K - $1.89K
INT
World Fuel Services Corp

Energy
Q2 2022 Filed on Aug 18, 2022
63
$20.16 - $27.8 $1.27K - $1.75K
VGT
Vanguard Information Technolog

ETFs
Q2 2022 Filed on Aug 18, 2022
8
$315.97 - $423.43 $2.53K - $3.39K
ARKW
Ark Next Generation Internet E

ETFs
Q2 2022 Filed on Aug 18, 2022
25
$46.42 - $92.45 $1.16K - $2.31K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
Q1 2022 Filed on Jun 13, 2022
1,500
$74.28 - $92.69 $111K - $139K
COMM
Comm Scope Holding Company, Inc.

Technology
Q1 2022 Filed on Jun 13, 2022
8,206
$6.86 - $11.63 $56.3K - $95.4K
BWA
Borgwarner Inc

Consumer Cyclical
Q1 2022 Filed on Jun 13, 2022
250
$35.02 - $49.88 $8.76K - $12.5K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q1 2022 Filed on Jun 13, 2022
15,424
$20.2 - $38.77 $312K - $598K
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
Q1 2022 Filed on Jun 13, 2022
291
$9.11 - $11.91 $2.65K - $3.47K
JD
Jd.Com, Inc.

Consumer Cyclical
Q1 2022 Filed on Jun 13, 2022
42,924
$42.94 - $78.29 $1.84M - $3.36M
WTW
Willis Towers Watson PLC

Financial Services
Q1 2022 Filed on Jun 13, 2022
13
$216.82 - $243.39 $2.82K - $3.16K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
Q1 2022 Filed on Jun 13, 2022
277
$30.23 - $35.5 $8.37K - $9.83K
MEOH
Methanex Corp

Basic Materials
Q1 2022 Filed on Jun 13, 2022
16,022
$39.85 - $56.48 $638K - $905K
FVD
First Tr Value Line Divid Inde

ETFs
Q1 2022 Filed on Jun 13, 2022
414
$39.95 - $43.09 $16.5K - $17.8K
SH
Proshares Short S&P500 New (De

ETFs
Q1 2022 Filed on Jun 13, 2022
994
$13.54 - $15.38 $13.5K - $15.3K
Ishares Tr
Q4 2021 Filed on Feb 14, 2022
21,545
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Feb 14, 2022
455,245
N/A
FDN
First Tr Fd Dow Jones

ETFs
Q4 2021 Filed on Feb 14, 2022
66
$219.19 - $250.48 $14.5K - $16.5K
ISCG
Ishares Morningstar Small Cap

ETFs
Q4 2021 Filed on Feb 14, 2022
378
$47.43 - $54.51 $17.9K - $20.6K
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Feb 14, 2022
550,526
N/A
PWR
Quanta Services, Inc.

Industrials
Q4 2021 Filed on Feb 14, 2022
51
$107.44 - $121.98 $5.48K - $6.22K
ASML
Asml Holding Nv

Technology
Q4 2021 Filed on Feb 14, 2022
5
$712.94 - $879.12 $3.56K - $4.4K
GFI
Gold Fields LTD

Basic Materials
Q4 2021 Filed on Feb 14, 2022
410
$8.14 - $11.34 $3.34K - $4.65K
VO
Vanguard Mid Cap ETF

ETFs
Q3 2021 Filed on Nov 03, 2021
39
$229.88 - $249.8 $8.97K - $9.74K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q3 2021 Filed on Nov 03, 2021
4
$102.73 - $108.01 $411 - $432
HEES
H&E Equipment Services, Inc.

Industrials
Q3 2021 Filed on Nov 03, 2021
490
$29.18 - $36.55 $14.3K - $17.9K
General Electric CO
Q3 2021 Filed on Nov 03, 2021
250,678
N/A
FPXI
First Tr Exchange Traded Fd Ii

ETFs
Q3 2021 Filed on Nov 03, 2021
6
$63.82 - $70.19 $383 - $421
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