Ima Wealth, Inc. Closed Holding Positions

Ima Wealth, Inc.

  • $914 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
DRE
Duke Realty Corp

Real Estate
Q3 2018 Filed on Oct 18, 2018
220
$27.67 - $29.39 $6.09K - $6.47K
FTCS
First Trust Capital Strength E

ETFs
Q3 2018 Filed on Oct 18, 2018
121
$50.96 - $55.82 $6.17K - $6.75K
Mylan N V
Q3 2018 Filed on Oct 18, 2018
241
N/A
EZA
Ishares Msci South Africa ETF

ETFs
Q3 2018 Filed on Oct 18, 2018
530
$50.0 - $61.19 $26.5K - $32.4K
ICHR
Ichor Holdings, Ltd.

Technology
Q3 2018 Filed on Oct 18, 2018
404
$18.99 - $25.93 $7.67K - $10.5K
ZTO
Zto Express (Cayman) Inc.

Industrials
Q3 2018 Filed on Oct 18, 2018
563
$16.57 - $22.43 $9.33K - $12.6K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
Q3 2018 Filed on Oct 18, 2018
722
N/A
Cloudera Inc
Q3 2018 Filed on Oct 18, 2018
744
N/A
AL
Air Lease Corp

Industrials
Q3 2018 Filed on Oct 18, 2018
216
$41.85 - $46.96 $9.04K - $10.1K
JRO
Nuveen Floating Rate Income Opportunity Fund

Financial Services
Q3 2018 Filed on Oct 18, 2018
2,262
$10.1 - $10.41 $22.8K - $23.5K
IHY
Vaneck ETF Tr International Hi

ETFs
Q3 2018 Filed on Oct 18, 2018
997
N/A
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
Q3 2018 Filed on Oct 18, 2018
762
N/A
ESTE
Earthstone Energy Inc

Energy
Q3 2018 Filed on Oct 18, 2018
992
$7.75 - $10.78 $7.69K - $10.7K
GRES
Indexiq ETF Tr Iq Global Resou

ETFs
Q3 2018 Filed on Oct 18, 2018
323
$26.32 - $27.71 $8.5K - $8.95K
SJNK
Spdr Bloomberg Short Term High

ETFs
Q3 2018 Filed on Oct 18, 2018
927
N/A
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
Q3 2018 Filed on Oct 18, 2018
1,081
N/A
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
Q3 2018 Filed on Oct 18, 2018
650
N/A
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
Q3 2018 Filed on Oct 18, 2018
12,622
$24.0 - $25.53 $303K - $322K
NGG
National Grid PLC

Utilities
Q3 2018 Filed on Oct 18, 2018
99
$50.55 - $58.59 $5K - $5.8K
RY
Royal Bank Of Canada

Financial Services
Q3 2018 Filed on Oct 18, 2018
64
$74.85 - $81.06 $4.79K - $5.19K
Etfs Silver Tr
Q3 2018 Filed on Oct 18, 2018
299
N/A
WBK
Westpac Banking Corporation

Financial Services
Q3 2018 Filed on Oct 18, 2018
215
N/A
Thomson Reuters Corp
Q3 2018 Filed on Oct 18, 2018
129
N/A
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q3 2018 Filed on Oct 18, 2018
86
$46.24 - $54.8 $3.98K - $4.71K
CAG
Conagra Brands Inc.

Consumer Defensive
Q3 2018 Filed on Oct 18, 2018
116
$32.98 - $38.25 $3.83K - $4.44K
CS
Credit Suisse Group Ag

Financial Services
Q3 2018 Filed on Oct 18, 2018
289
$14.78 - $16.06 $4.27K - $4.64K
SLB
Schlumberger Limited

Energy
Q3 2018 Filed on Oct 18, 2018
63
$59.7 - $69.49 $3.76K - $4.38K
PPL
Ppl Corp

Utilities
Q3 2018 Filed on Oct 18, 2018
134
$27.99 - $30.92 $3.75K - $4.14K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
Q3 2018 Filed on Oct 18, 2018
970
N/A
FNB
Fnb Corp

Financial Services
Q3 2018 Filed on Oct 18, 2018
292
$12.67 - $13.81 $3.7K - $4.03K
ILF
Ishares Latin America 40 ETF

ETFs
Q3 2018 Filed on Oct 18, 2018
140
N/A
IVZ
Invesco Ltd.

Financial Services
Q3 2018 Filed on Oct 18, 2018
144
$22.88 - $27.36 $3.29K - $3.94K
LXP
Lxp Industrial Trust

Real Estate
Q3 2018 Filed on Oct 18, 2018
515
$8.0 - $9.41 $4.12K - $4.85K
RWO
Spdr Dow Jones Global Real Est

ETFs
Q3 2018 Filed on Oct 18, 2018
104
N/A
RRC
Range Resources Corp

Energy
Q3 2018 Filed on Oct 18, 2018
306
$14.47 - $17.82 $4.43K - $5.45K
CAJ
Canon Inc

Technology
Q3 2018 Filed on Oct 18, 2018
140
$30.34 - $32.48 $4.25K - $4.55K
TTE
Total Energies Se

Energy
Q3 2018 Filed on Oct 18, 2018
98
$58.87 - $65.25 $5.77K - $6.39K
SU
Suncor Energy Inc

Energy
Q3 2018 Filed on Oct 18, 2018
153
$38.18 - $42.27 $5.84K - $6.47K
China Mobile Limited
Q3 2018 Filed on Oct 18, 2018
109
N/A
STWD
Starwood Property Trust, Inc.

Real Estate
Q3 2018 Filed on Oct 18, 2018
270
$21.37 - $22.9 $5.77K - $6.18K
BCE
Bce Inc

Communication Services
Q3 2018 Filed on Oct 18, 2018
115
$39.9 - $42.61 $4.59K - $4.9K
DRI
Darden Restaurants Inc

Consumer Cyclical
Q3 2018 Filed on Oct 18, 2018
43
$106.42 - $119.38 $4.58K - $5.13K
DVYE
Ishares Emerging Markets Divid

ETFs
Q3 2018 Filed on Oct 18, 2018
119
N/A
Ishares Inc
Q3 2018 Filed on Oct 18, 2018
143
N/A
FXI
Ishares Tr

ETFs
Q3 2018 Filed on Oct 18, 2018
110
$40.39 - $44.29 $4.44K - $4.87K
MFG
Mizuho Financial Group Inc

Financial Services
Q3 2018 Filed on Oct 18, 2018
1,406
$3.34 - $3.64 $4.7K - $5.12K
NOK
Nokia Corp

Technology
Q3 2018 Filed on Oct 18, 2018
929
$5.09 - $6.04 $4.73K - $5.61K
Perspecta Inc
Q3 2018 Filed on Oct 18, 2018
230
N/A
BNS
Bank Of Nova Scotia

Financial Services
Q3 2018 Filed on Oct 18, 2018
84
$56.17 - $60.46 $4.72K - $5.08K
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