Ima Wealth, Inc. Purchases and Sells in Q3 2025

Ima Wealth, Inc.

$989 Million
Q3 2025

Top Buys

Incresed Positions

111 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VV	27.7K + 12.48%	$285.05 - $309.14 $7.91M - $8.58M	250K $77M
SUSA	40K + 8.37%	$126.64 - $135.65 $5.06M - $5.42M	518K $70.2M
DSI	17.8K + 4.43%	$115.96 - $125.95 $2.06M - $2.24M	420K $52.9M
GOOG	471 + 1.67%	$175.16 - $255.24 $82.5K - $120K	28.6K $6.97M
AAPL	188 + 0.56%	$202.38 - $256.87 $38K - $48.3K	33.9K $8.63M
WMT	12.1K + 28.59%	$94.4 - $104.27 $1.15M - $1.27M	54.6K $5.62M

New Holdings

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VSGX	494K New	$64.58 - $69.94 $31.9M - $34.6M	494K $34.3M
ESGV	274K New	$109.47 - $119.06 $30M - $32.6M	274K $32.5M
VCEB	148K New	$62.49 - $64.56 $9.25M - $9.56M	148K $9.5M
IGF	45.6K New	$58.29 - $61.43 $2.66M - $2.8M	45.6K $2.79M
MRVL	23.4K New	$62.31 - $84.07 $1.46M - $1.96M	23.4K $1.96M
DFAC	43.1K New	$36.04 - $38.78 $1.55M - $1.67M	43.1K $1.66M

Top Sells

Reduced Positions

91 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	-2.28M - 78.54%	$26.38 - $27.95 $60.3M - $63.9M	624K $17M
SHV	-17.9K - 98.52%	$110.06 - $110.49 $1.97M - $1.98M	269 $29K
EA	-11.2K - 96.47%	$147.79 - $202.05 $1.65M - $2.26M	409 $82K
VEU	-26.8K - 29.21%	$66.38 - $71.68 $1.78M - $1.92M	65K $4.64M
TGT	-10.5K - 71.06%	$86.56 - $107.43 $908K - $1.13M	4.27K $383K
RGEN	-6.86K - 90.38%	$111.43 - $134.0 $765K - $920K	730 $97K

Activity Summary All Purchases 135 New Holdings 24 Increased Positions 111 All Sells 91 Reductions 91 Sold out 0 Calls 0 Puts 0

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