Ima Wealth, Inc. Closed Holding Positions

Ima Wealth, Inc.

  • $829 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VFC
V F Corp

Consumer Cyclical
Q1 2019 Filed on May 09, 2019
278
$65.21 - $82.61 $18.1K - $23K
NCR
Ncr Corp

Technology
Q1 2019 Filed on May 09, 2019
3
$23.14 - $28.96 $69.4 - $86.9
HSBC
Hsbc Holdings PLC

Financial Services
Q1 2019 Filed on May 09, 2019
22
$40.42 - $42.8 $889 - $942
Sequans Communications S A
Q1 2019 Filed on May 09, 2019
4,182
N/A
TDC
Teradata Corp

Technology
Q1 2019 Filed on May 09, 2019
3
$36.99 - $49.28 $111 - $148
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q1 2019 Filed on May 09, 2019
31
$13.61 - $14.55 $422 - $451
IWD
Ishares Russell 1000 Val ETF

ETFs
Q1 2019 Filed on May 09, 2019
161
N/A
RYAAY
Ryanair Holdings PLC

Industrials
Q1 2019 Filed on May 09, 2019
1
$65.75 - $77.67 $65.8 - $77.7
Sendgrid Inc
Q1 2019 Filed on May 09, 2019
15
N/A
AJG
Arthur J. Gallagher & Co.

Financial Services
Q1 2019 Filed on May 09, 2019
197
$70.54 - $80.64 $13.9K - $15.9K
BDX
Becton Dickinson & CO

Healthcare
Q1 2019 Filed on May 09, 2019
61
$206.05 - $248.17 $12.6K - $15.1K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
Q1 2019 Filed on May 09, 2019
242
$49.03 - $57.45 $11.9K - $13.9K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q1 2019 Filed on May 09, 2019
82
$164.26 - $202.05 $13.5K - $16.6K
ICF
Ishares Tr

ETFs
Q1 2019 Filed on May 09, 2019
116
$46.65 - $55.74 $5.41K - $6.47K
PETQ
Pet Iq, Inc.

Healthcare
Q1 2019 Filed on May 09, 2019
337
$23.31 - $31.41 $7.86K - $10.6K
PH
Parker Hannifin Corp

Industrials
Q1 2019 Filed on May 09, 2019
72
$144.84 - $177.54 $10.4K - $12.8K
Gulfport Energy Corp
Q1 2019 Filed on May 09, 2019
735
N/A
Legacy Tex Finl Group Inc
Q1 2019 Filed on May 09, 2019
6,286
N/A
TGI
Triumph Group Inc

Industrials
Q1 2019 Filed on May 09, 2019
103,898
$11.43 - $23.35 $1.19M - $2.43M
XLB
Select Sector Spdr Fd Material

ETFs
Q1 2019 Filed on May 09, 2019
158
N/A
ING
Ing Groep Nv

Financial Services
Q1 2019 Filed on May 09, 2019
267
$10.65 - $13.25 $2.84K - $3.54K
EPAM
Epam Systems, Inc.

Technology
Q1 2019 Filed on May 09, 2019
57
$112.29 - $173.13 $6.4K - $9.87K
Raytheon CO
Q1 2019 Filed on May 09, 2019
172
N/A
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
Q1 2019 Filed on May 09, 2019
5
$17.4 - $21.85 $87 - $109
Hortonworks Inc
Q1 2019 Filed on May 09, 2019
350
N/A
Shire PLC
Q1 2019 Filed on May 09, 2019
50
N/A
Multi Color Corp
Q1 2019 Filed on May 09, 2019
6
N/A
PNFP
Pinnacle Financial Partners Inc

Financial Services
Q1 2019 Filed on May 09, 2019
59
$46.35 - $59.55 $2.73K - $3.51K
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q4 2018 Filed on Jan 15, 2019
240
$7.46 - $8.69 $1.79K - $2.09K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
Q4 2018 Filed on Jan 15, 2019
15
$59.79 - $60.07 $897 - $901
FPX
First Trust Us Equity Opportun

ETFs
Q4 2018 Filed on Jan 15, 2019
22
$57.83 - $74.02 $1.27K - $1.63K
FNX
First Tr Mid Cap Core Alphadex

ETFs
Q4 2018 Filed on Jan 15, 2019
32
$54.08 - $70.98 $1.73K - $2.27K
FBT
First Trust Nyse Arca Biotechn

ETFs
Q4 2018 Filed on Jan 15, 2019
9
N/A
CVA
Covanta Holding Corporation

Industrials
Q4 2018 Filed on Jan 15, 2019
21
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2018 Filed on Jan 15, 2019
13,802
N/A
Aetna Inc New
Q4 2018 Filed on Jan 15, 2019
40
N/A
Datawatch Corp
Q4 2018 Filed on Jan 15, 2019
717
N/A
XLY
Select Sector Spdr Consumer Di

ETFs
Q4 2018 Filed on Jan 15, 2019
24
N/A
RFEU
First Trust ETF Iii Riverfront
Q4 2018 Filed on Jan 15, 2019
39
N/A
PACW
Pacwest Bancorp

Financial Services
Q4 2018 Filed on Jan 15, 2019
6
$31.49 - $48.83 $189 - $293
XLU
Utilities Sector Spdr

ETFs
Q4 2018 Filed on Jan 15, 2019
16
N/A
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q4 2018 Filed on Jan 15, 2019
41
N/A
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
1,000
N/A
Ishares Tr
Q4 2018 Filed on Jan 15, 2019
184
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2018 Filed on Jan 15, 2019
91,538
N/A
FIW
First Trust Water ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
34
$41.46 - $50.74 $1.41K - $1.73K
Kinder Morgan Inc Del
Q4 2018 Filed on Jan 15, 2019
1,850
N/A
STT
State Street Corp

Financial Services
Q3 2018 Filed on Oct 18, 2018
16
$82.85 - $95.33 $1.33K - $1.53K
XLP
Consumer Staples Sector Spdr

ETFs
Q3 2018 Filed on Oct 18, 2018
37
N/A
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