Ima Wealth, Inc. Purchases and Sells in Q2 2025

Ima Wealth, Inc.

$914 Million
Q2 2025

Top Buys

Incresed Positions

176 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VV	14K + 6.7%	$228.25 - $285.3 $3.18M - $3.98M	222K $63.4M
SUSA	7.92K + 1.69%	$101.97 - $126.75 $807K - $1M	478K $60.5M
NVDA	190 + 0.27%	$94.31 - $157.99 $17.9K - $30K	71.4K $11.3M
MSFT	239 + 1.13%	$354.56 - $497.45 $84.7K - $119K	21.4K $10.7M
SCHB	24.6K + 2.97%	$19.1 - $23.83 $469K - $586K	852K $20.3M
META	443 + 3.49%	$484.66 - $738.09 $215K - $327K	13.1K $9.7M

New Holdings

231 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	604 New	$96.84 - $99.46 $58.5K - $60.1K	604 $59K
GSLC	225 New	$97.68 - $121.38 $22K - $27.3K	225 $27K
BNDX	486 New	$48.77 - $49.55 $23.7K - $24.1K	486 $24K
FNDA	542 New	$23.85 - $28.69 $12.9K - $15.5K	542 $15K
USMV	149 New	$85.42 - $94.39 $12.7K - $14.1K	149 $13K
AAAU	382 New	$29.44 - $33.91 $11.2K - $13K	382 $12K

Top Sells

Reduced Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJR	-46K - 55.98%	$90.56 - $109.49 $4.17M - $5.04M	36.2K $3.95M
SPSM	-19.8K - 92.11%	$35.35 - $42.68 $700K - $845K	1.7K $72K
SHV	-5.85K - 24.33%	$110.06 - $110.46 $643K - $646K	18.2K $2.01M
XOM	-2.05K - 8.43%	$99.93 - $119.04 $205K - $244K	22.3K $2.4M
CVX	-213 - 1.48%	$133.73 - $168.51 $28.5K - $35.9K	14.1K $2.03M
AES	-9.16K - 7.46%	$9.63 - $12.55 $88.2K - $115K	114K $1.19M

Activity Summary All Purchases 407 New Holdings 231 Increased Positions 176 All Sells 44 Reductions 44 Sold out 0 Calls 0 Puts 0

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