Ima Wealth, Inc. Purchases in Q1 2025

Ima Wealth, Inc.

$841 Million
Q1 2025

Stock	Shares change	Price Range	Shares Held
SUSA Ishares Tr Msci Usa Esg Select ETFs	470K New	$113.22 - $126.36 $53.2M - $59.4M	470K $54M
BSCT Invesco Index Fd Tr Bulletshar ETFs	1.07M New	$18.18 - $18.58 $19.4M - $19.8M	1.07M $19.8M
BSCU Invesco Exc Self Ind Tr ETFs	765K + 158.63%	$16.2 - $16.64 $12.4M - $12.7M	1.25M $20.7M
JCPB J P Morgan Exchange Traded Fd ETFs	215K + 82.39%	$45.56 - $47.23 $9.81M - $10.2M	476K $22.4M
UITB Usaa ETF Tr Core Intermediate ETFs	183K New	$45.41 - $47.18 $8.31M - $8.63M	183K $8.59M
VV Vanguard Large Cap ETF ETFs	40.9K + 24.42%	$253.32 - $282.66 $10.4M - $11.6M	208K $53.5M
SCHD Schwab Strategic Tr Us Dividen ETFs	194K + 7.22%	$27.01 - $28.54 $5.24M - $5.54M	2.88M $80.6M
LMBS First Tr ETF Fd Iv First Tr Lo ETFs	135K New	$48.31 - $49.23 $6.54M - $6.66M	135K $6.65M
BSJT Invesco Self Indexed Fd Tr Bul ETFs	295K + 2583.63%	$21.04 - $21.64 $6.21M - $6.38M	306K $6.46M
FPE First Tr Pfd Secs & Income ETF ETFs	121K + 60.59%	$17.53 - $17.87 $2.13M - $2.17M	321K $5.65M
BND Vanguard Bd Index Fd Inc Total ETFs	15.5K + 8.35%	$71.17 - $73.66 $1.1M - $1.14M	201K $14.8M
IFRA Ishares Tr ETFs	26.5K New	$44.8 - $49.25 $1.19M - $1.3M	26.5K $1.19M
AMAT Applied Materials Inc Technology	5.97K New	$145.06 - $195.51 $866K - $1.17M	5.97K $866K
SCHF Schwab Strategic Tr Intl Eqty ETFs	15.2K + 3.66%	$18.36 - $20.51 $279K - $312K	430K $8.51M
SHV Ishares Tr ETFs	7.21K + 42.84%	$110.11 - $110.51 $793K - $796K	24K $2.65M
VEU Vanguard Ftse All World Ex Us ETFs	7.8K + 9.04%	$56.51 - $62.98 $441K - $491K	94.1K $5.71M
IJR Ishares Core S&P Sm Cap ETF ETFs	13.7K + 20.0%	$102.49 - $119.96 $1.4M - $1.64M	82.2K $8.59M
ASML Asml Holding Nv Technology	995 New	$662.63 - $776.99 $659K - $773K	995 $659K
SCHV Schwab Strategic Tr Us Large C ETFs	20.6K + 93.85%	$25.77 - $27.6 $531K - $569K	42.6K $1.13M
EFAV Ishares Msci Eafe Min Vol Fact ETFs	1.84K + 4.07%	$69.81 - $78.9 $129K - $145K	47.2K $3.67M
CI Cigna Corp Healthcare	77 + 1.02%	$274.49 - $329.0 $21.1K - $25.3K	7.63K $2.51M
MELI Mercadolibre Inc Consumer Cyclical	19 + 1.34%	$1739.0 - $2260.0 $33K - $42.9K	1.44K $2.81M
ALL Allstate Corp Financial Services	1.21K New	$180.99 - $210.18 $218K - $253K	1.21K $249K
G Genpact LTD Technology	4.61K New	$42.88 - $55.54 $198K - $256K	4.61K $232K
VB Vanguard Small Cap ETF ETFs	960 New	$217.89 - $252.64 $209K - $243K	960 $212K
LECO Lincoln Electric Holdings Inc Industrials	1.03K New	$180.51 - $216.81 $185K - $222K	1.03K $193K
AVEM American Centy ETF Tr Avantis ETFs	2.29K + 7.06%	$57.11 - $62.4 $130K - $143K	34.7K $2.09M
CHSCL Chs Inc Consumer Defensive	6.9K New	$25.51 - $26.26 $176K - $181K	6.9K $178K
AXP American Express CO Financial Services	644 New	$255.39 - $325.87 $164K - $210K	644 $173K
APD Air Products & Chemicals, Inc. Basic Materials	560 New	$283.24 - $338.07 $159K - $189K	560 $165K
DE Deere & CO Industrials	348 New	$408.57 - $509.27 $142K - $177K	348 $163K
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	2.99K New	$49.25 - $50.66 $147K - $152K	2.99K $148K
EXPE Expedia Group, Inc. Consumer Cyclical	874 New	$157.11 - $206.52 $137K - $180K	874 $146K
UTG Reaves Utility Income Fund Financial Services	4K New	$31.08 - $34.42 $124K - $138K	4K $130K
CAH Cardinal Health Inc Healthcare	946 New	$118.02 - $137.77 $112K - $130K	946 $130K
XLU Utilities Sector Spdr ETFs	1.63K New	$74.7 - $80.27 $122K - $131K	1.63K $128K
CNC Centene Corp Healthcare	1.94K New	$55.93 - $65.89 $109K - $128K	1.94K $118K
IVV Ishares Core S&P 500 ETF ETFs	209 New	$554.06 - $615.85 $116K - $129K	209 $117K
NET Cloudflare, Inc. Technology	996 New	$110.71 - $176.5 $110K - $176K	996 $112K
UBER Uber Technologies, Inc Technology	1.5K New	$63.17 - $81.49 $94.9K - $122K	1.5K $109K
CL Colgate Palmolive CO Consumer Defensive	1.11K New	$85.68 - $97.5 $95.1K - $108K	1.11K $104K
ORCL Oracle Corp Technology	730 New	$139.81 - $186.47 $102K - $136K	730 $102K
MUB Ishares National Muni Bond ETF ETFs	936 New	$104.71 - $107.69 $98K - $101K	936 $98K
GPN Global Payments Inc Industrials	1K New	$92.18 - $113.03 $92.2K - $113K	1K $97K
IVW Ishares S&P 500 Growth ETF ETFs	1.03K New	$92.45 - $106.69 $95.3K - $110K	1.03K $95K
WM Waste Management Inc Industrials	408 New	$200.54 - $233.78 $81.8K - $95.4K	408 $94K
BMY Bristol Myers Squibb CO Healthcare	1.53K New	$53.9 - $63.11 $82.2K - $96.2K	1.53K $93K
SCHW Schwab Charles Corp Financial Services	1.15K New	$71.24 - $83.64 $81.9K - $96.2K	1.15K $90K
AON Aon PLC Financial Services	222 New	$348.44 - $409.32 $77.4K - $90.9K	222 $88K
ADM Archer Daniels Midland CO Consumer Defensive	1.82K New	$45.22 - $52.17 $82.3K - $95K	1.82K $87K

Activity Summary All Purchases 216 New Holdings 179 Increased Positions 37 All Sells 96 Reductions 96 Sold out 0 Calls 0 Puts 0

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Account

Ima Wealth, Inc. Purchases in Q1 2025

Ima Wealth, Inc.

470K

1.07M

765K

215K

183K

40.9K

194K

135K

295K

121K

15.5K

26.5K

5.97K

15.2K

7.21K

7.8K

13.7K

995

20.6K

1.84K

77

19

1.21K

4.61K

960

1.03K

2.29K

6.9K

644

560

348

2.99K

874

4K

946

1.63K

1.94K

209

996

1.5K

1.11K

730

936

1K

1.03K

408

1.53K

1.15K

222

1.82K

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