Ima Wealth, Inc. Closed Holding Positions

Ima Wealth, Inc.

  • $914 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
CVA
Covanta Holding Corporation

Industrials
Q4 2018 Filed on Jan 15, 2019
21
N/A
Ishares Tr
Q4 2018 Filed on Jan 15, 2019
184
N/A
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q3 2018 Filed on Oct 18, 2018
59
$46.62 - $57.88 $2.75K - $3.41K
BLK
Black Rock Inc.

Financial Services
Q3 2018 Filed on Oct 18, 2018
7
$468.98 - $512.49 $3.28K - $3.59K
XLI
Industrial Sector Spdr

ETFs
Q3 2018 Filed on Oct 18, 2018
45
N/A
VFH
Vanguard Financial ETF

ETFs
Q3 2018 Filed on Oct 18, 2018
36
N/A
UBS
Ubs Group Ag

Financial Services
Q3 2018 Filed on Oct 18, 2018
275
$14.98 - $16.65 $4.12K - $4.58K
WPP
Wpp PLC

Communication Services
Q3 2018 Filed on Oct 18, 2018
54
$73.05 - $84.37 $3.94K - $4.56K
VOD
Vodafone Group Public LTD CO

Communication Services
Q3 2018 Filed on Oct 18, 2018
182
$21.25 - $25.32 $3.87K - $4.61K
ABEV
Ambev S.A.

Consumer Defensive
Q3 2018 Filed on Oct 18, 2018
365
$4.33 - $5.31 $1.58K - $1.94K
VLY
Valley National Bancorp

Financial Services
Q3 2018 Filed on Oct 18, 2018
333
$11.25 - $13.04 $3.75K - $4.34K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
Q3 2018 Filed on Oct 18, 2018
234
$6.01 - $7.47 $1.41K - $1.75K
ASX
Ase Technology Holding Co., Ltd.

Technology
Q3 2018 Filed on Oct 18, 2018
955
$4.46 - $5.12 $4.26K - $4.89K
Anadarko Pete Corp
Q3 2018 Filed on Oct 18, 2018
23
N/A
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q3 2018 Filed on Oct 18, 2018
60
$60.76 - $73.81 $3.65K - $4.43K
AAL
American Airlines Group Inc.

Industrials
Q3 2018 Filed on Oct 18, 2018
17
$35.96 - $43.6 $611 - $741
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q3 2018 Filed on Oct 18, 2018
56
$26.47 - $27.41 $1.48K - $1.53K
PVH
Pvh Corp.

Consumer Cyclical
Q3 2018 Filed on Oct 18, 2018
7
$132.55 - $157.5 $928 - $1.1K
Varian Med Sys Inc
Q3 2018 Filed on Oct 18, 2018
9
N/A
AAOI
Applied Optoelectronics, Inc.

Technology
Q3 2018 Filed on Oct 18, 2018
1
$24.66 - $48.8 $24.7 - $48.8
EWD
Ishares Inc Msci Sweden ETF

ETFs
Q3 2018 Filed on Oct 18, 2018
5
$30.32 - $33.25 $152 - $166
National Oilwell Varco Inc
Q3 2018 Filed on Oct 18, 2018
17
N/A
ATI
Allegheny Technologies Inc

Industrials
Q3 2018 Filed on Oct 18, 2018
630
$24.43 - $29.75 $15.4K - $18.7K
PBI
Pitney Bowes Inc

Industrials
Q3 2018 Filed on Oct 18, 2018
216,257
$7.06 - $9.27 $1.53M - $2M
TEL
Te Connectivity Ltd.

Technology
Q3 2018 Filed on Oct 18, 2018
400
$87.93 - $94.92 $35.2K - $38K
MCK
Mckesson Corp

Healthcare
Q3 2018 Filed on Oct 18, 2018
6
$123.14 - $138.52 $739 - $831
LCII
Lci Industries

Consumer Cyclical
Q3 2018 Filed on Oct 18, 2018
6
$82.8 - $100.5 $497 - $603
AN
Autonation, Inc.

Consumer Cyclical
Q3 2018 Filed on Oct 18, 2018
18
$41.55 - $50.48 $748 - $909
NVRO
Nevro Corp

Healthcare
Q3 2018 Filed on Oct 18, 2018
126
$44.22 - $75.47 $5.57K - $9.51K
DVA
Davita Inc.

Healthcare
Q3 2018 Filed on Oct 18, 2018
13
$66.51 - $74.55 $865 - $969
Vaneck Vectors ETF Tr
Q3 2018 Filed on Oct 18, 2018
53
N/A
Express Scripts Hldg CO
Q3 2018 Filed on Oct 18, 2018
9
N/A
EWJ
Ishares Msci Japan ETF

ETFs
Q3 2018 Filed on Oct 18, 2018
22
N/A
EWL
Ishares Inc Msci Switzerlnd

ETFs
Q3 2018 Filed on Oct 18, 2018
16
$32.44 - $35.33 $519 - $565
Fiat Chrysler Automobiles N
Q3 2018 Filed on Oct 18, 2018
71
N/A
KIE
Spdr S&P Insurance ETF

ETFs
Q3 2018 Filed on Oct 18, 2018
21
N/A
WDC
Western Digital Corp

Technology
Q3 2018 Filed on Oct 18, 2018
36,397
$54.98 - $80.08 $2M - $2.91M
ASUR
Asure Software Inc

Technology
Q3 2018 Filed on Oct 18, 2018
737
$12.29 - $16.6 $9.06K - $12.2K
NMRK
Newmark Group, Inc.

Real Estate
Q3 2018 Filed on Oct 18, 2018
656
$10.82 - $15.02 $7.1K - $9.85K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
Q3 2018 Filed on Oct 18, 2018
1,466
N/A
Global X Fds
Q3 2018 Filed on Oct 18, 2018
4,381
N/A
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
Q3 2018 Filed on Oct 18, 2018
2,404
N/A
UCTT
Ultra Clean Holdings, Inc.

Technology
Q3 2018 Filed on Oct 18, 2018
527
$12.47 - $17.08 $6.57K - $9K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
Q3 2018 Filed on Oct 18, 2018
3,220
N/A
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
Q3 2018 Filed on Oct 18, 2018
1,557
N/A
TM
Toyota Motor Corp

Consumer Cyclical
Q3 2018 Filed on Oct 18, 2018
37
$119.18 - $134.98 $4.41K - $4.99K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q3 2018 Filed on Oct 18, 2018
1,021
N/A
WATT
Energous Corp

Technology
Q3 2018 Filed on Oct 18, 2018
500
$9.8 - $15.73 $4.9K - $7.87K
BP
Bp PLC

Energy
Q3 2018 Filed on Oct 18, 2018
129
$41.53 - $47.05 $5.36K - $6.07K
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