Ima Wealth, Inc. Closed Holding Positions

Ima Wealth, Inc.

  • $458 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Mylan N V
Q3 2018 Filed on Oct 18, 2018
241
N/A
NMRK
Newmark Group, Inc.

Real Estate
Q3 2018 Filed on Oct 18, 2018
656
$10.82 - $15.02 $7.1K - $9.85K
UCTT
Ultra Clean Holdings, Inc.

Technology
Q3 2018 Filed on Oct 18, 2018
527
$12.47 - $17.08 $6.57K - $9K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
Q3 2018 Filed on Oct 18, 2018
12,622
$24.0 - $25.53 $303K - $322K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
Q3 2018 Filed on Oct 18, 2018
1,466
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
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
AGCO
Agco Corp

Industrials
Q3 2018 Filed on Oct 18, 2018
935
$57.5 - $63.96 $53.8K - $59.8K
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
Q3 2018 Filed on Oct 18, 2018
1,557
N/A
ASUR
Asure Software Inc

Technology
Q3 2018 Filed on Oct 18, 2018
737
$12.29 - $16.6 $9.06K - $12.2K
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
SJNK
Spdr Bloomberg Short Term High

ETFs
Q3 2018 Filed on Oct 18, 2018
927
N/A
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
Q3 2018 Filed on Oct 18, 2018
1,913
$12.58 - $12.91 $24.1K - $24.7K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
Q3 2018 Filed on Oct 18, 2018
650
N/A
FALN
Ishares Tr Fallen Angels Usd B

ETFs
Q3 2018 Filed on Oct 18, 2018
970
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
ZTO
Zto Express (Cayman) Inc.

Industrials
Q3 2018 Filed on Oct 18, 2018
563
$16.57 - $22.43 $9.33K - $12.6K
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
NVRO
Nevro Corp

Healthcare
Q3 2018 Filed on Oct 18, 2018
126
$44.22 - $75.47 $5.57K - $9.51K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
Q3 2018 Filed on Oct 18, 2018
3,220
N/A
NGG
National Grid PLC

Utilities
Q3 2018 Filed on Oct 18, 2018
99
$50.55 - $58.59 $5K - $5.8K
STWD
Starwood Property Trust, Inc.

Real Estate
Q3 2018 Filed on Oct 18, 2018
270
$21.37 - $22.9 $5.77K - $6.18K
UBS
Ubs Group Ag

Financial Services
Q3 2018 Filed on Oct 18, 2018
275
$14.98 - $16.65 $4.12K - $4.58K
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q3 2018 Filed on Oct 18, 2018
85
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
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
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q3 2018 Filed on Oct 18, 2018
60
$60.76 - $73.81 $3.65K - $4.43K
LXP
Lxp Industrial Trust

Real Estate
Q3 2018 Filed on Oct 18, 2018
515
$8.0 - $9.41 $4.12K - $4.85K
VOD
Vodafone Group Public LTD CO

Communication Services
Q3 2018 Filed on Oct 18, 2018
182
$21.25 - $25.32 $3.87K - $4.61K
VLY
Valley National Bancorp

Financial Services
Q3 2018 Filed on Oct 18, 2018
333
$11.25 - $13.04 $3.75K - $4.34K
PPL
Ppl Corp

Utilities
Q3 2018 Filed on Oct 18, 2018
134
$27.99 - $30.92 $3.75K - $4.14K
SLB
Schlumberger Limited

Energy
Q3 2018 Filed on Oct 18, 2018
63
$59.7 - $69.49 $3.76K - $4.38K
TM
Toyota Motor Corp

Consumer Cyclical
Q3 2018 Filed on Oct 18, 2018
37
$119.18 - $134.98 $4.41K - $4.99K
Etfs Silver Tr
Q3 2018 Filed on Oct 18, 2018
299
N/A
BCE
Bce Inc

Communication Services
Q3 2018 Filed on Oct 18, 2018
115
$39.9 - $42.61 $4.59K - $4.9K
BNS
Bank Of Nova Scotia

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

Technology
Q3 2018 Filed on Oct 18, 2018
140
$30.34 - $32.48 $4.25K - $4.55K
China Mobile Limited
Q3 2018 Filed on Oct 18, 2018
109
N/A
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