Img Wealth Management, Inc. Purchases in Q2 2025

Img Wealth Management, Inc.

  • $129 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
731
+ 2.42%
$28.35 - $31.3 $20.7K - $22.9K
30.9K $967M
Ishares Bitcoin Trust ETF
198
+ 5.9%
N/A
3.55K $217M
PM
Philip Morris International Inc.

Consumer Defensive
130
+ 8.33%
$149.23 - $184.95 $19.4K - $24K
1.69K $308M
V
Visa Inc.

Financial Services
163
+ 34.61%
$308.27 - $373.31 $50.2K - $60.8K
634 $225M
PFEB
Innovator U.S. Equity Power Bu

ETFs
1.57K
New
$33.46 - $38.01 $52.7K - $59.8K
1.57K $59.8M
TSLA
Tesla, Inc.

Consumer Cyclical
174
+ 527.27%
$221.86 - $362.89 $38.6K - $63.1K
207 $65.8M
BMAR
Innovator U.S. Equity Buffer E

ETFs
1.05K
+ 70.77%
$41.56 - $49.04 $43.5K - $51.3K
2.52K $124M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
347
+ 1.91%
$33.82 - $37.61 $11.7K - $13.1K
18.5K $697M
WMT
Walmart Inc.

Consumer Defensive
320
+ 19.31%
$81.79 - $99.98 $26.2K - $32K
1.98K $193M
XYLD
Global X Fds S&P 500 Covered C

ETFs
1.24K
+ 88.98%
$35.62 - $39.64 $44.3K - $49.3K
2.64K $103M
UPS
United Parcel Service Inc

Industrials
472
+ 236.0%
$91.92 - $110.2 $43.4K - $52K
672 $67.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
105
+ 88.98%
$483.48 - $539.8 $50.8K - $56.7K
223 $108M
CAT
Caterpillar Inc

Industrials
28
+ 5.86%
$273.94 - $388.21 $7.67K - $10.9K
506 $196M
SO
Southern CO

Utilities
409
New
$84.91 - $92.56 $34.7K - $37.9K
409 $37.6M
LLY
Eli Lilly & CO

Healthcare
45
New
$713.71 - $898.95 $32.1K - $40.5K
45 $35.1M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.94K
+ 14.9%
$14.97 - $16.79 $29.1K - $32.6K
15K $251M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
639
New
$47.29 - $53.34 $30.2K - $34.1K
639 $33.6M
Innovator Etfs Trust
664
+ 2.81%
N/A
24.3K $591M
COST
Costco Wholesale Corp

Consumer Defensive
22
+ 8.63%
$908.13 - $1056.85 $20K - $23.3K
277 $274M
KO
Coca Cola CO

Consumer Defensive
494
+ 19.42%
$68.37 - $73.9 $33.8K - $36.5K
3.04K $215M
BAPR
Innovator U.S. Equity Buffer E

ETFs
531
+ 17.28%
$38.86 - $45.19 $20.6K - $24K
3.6K $163M
MA
Mastercard Inc

Financial Services
56
New
$479.92 - $590.74 $26.9K - $33.1K
56 $31.5M
Solventum Corp
412
New
N/A
412 $31.2M
AXP
American Express CO

Financial Services
19
+ 3.88%
$231.39 - $318.98 $4.4K - $6.06K
509 $162M
BOTZ
Global X Fds

ETFs
6
+ 0.09%
$24.51 - $32.65 $147 - $196
7.06K $231M
PFE
Pfizer Inc

Healthcare
1.34K
+ 46.95%
$21.59 - $24.84 $28.9K - $33.2K
4.19K $102M
FTQI
First Trust ETF Vi First Trust

ETFs
1.22K
+ 16.75%
$16.83 - $19.58 $20.6K - $23.9K
8.52K $167M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
93
+ 70.45%
$141.37 - $228.57 $13.1K - $21.3K
225 $51M
SHEL
Shell PLC

Energy
402
New
$59.75 - $73.05 $24K - $29.4K
402 $28.3M
PG
Procter & Gamble CO

Consumer Defensive
213
+ 41.85%
$157.66 - $172.39 $33.6K - $36.7K
722 $115M
IMO
Imperial Oil LTD

Energy
353
New
$60.22 - $81.91 $21.3K - $28.9K
353 $28.1M
HYLS
First Tr Tactical High Yield L

ETFs
600
+ 15.95%
$39.8 - $41.84 $23.9K - $25.1K
4.36K $182M
PNC
Pnc Financial Services Group, Inc.

Financial Services
144
New
$149.76 - $186.42 $21.6K - $26.8K
144 $26.8M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
413
New
$61.03 - $67.59 $25.2K - $27.9K
413 $26.4M
BA
Boeing CO

Industrials
110
+ 159.42%
$136.59 - $217.51 $15K - $23.9K
179 $37.5M
Lam Research Corp
264
New
N/A
264 $25.7M
USB
Us Bancorp \De\

Financial Services
546
New
$36.4 - $45.76 $19.9K - $25K
546 $24.7M
DUK
Duke Energy Corp

Utilities
252
+ 18.46%
$112.46 - $124.05 $28.3K - $31.3K
1.62K $191M
AMT
American Tower Corp

Real Estate
110
New
$203.96 - $228.19 $22.4K - $25.1K
110 $24.3M
SAP
Sap Se

Technology
75
New
$237.53 - $309.8 $17.8K - $23.2K
75 $22.8M
ABT
Abbott Laboratories

Healthcare
167
+ 759.09%
$123.95 - $138.08 $20.7K - $23.1K
189 $25.7M
Super Micro Computer Inc
143
+ 13.61%
N/A
1.19K $58.5M
ISRG
Intuitive Surgical Inc

Healthcare
41
New
$451.58 - $565.94 $18.5K - $23.2K
41 $22.3M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.02K
+ 29.24%
$20.12 - $21.0 $20.4K - $21.3K
4.49K $94M
GILD
Gilead Sciences, Inc.

Healthcare
193
New
$96.91 - $113.0 $18.7K - $21.8K
193 $21.4M
Gsk PLC
549
New
N/A
549 $21.1M
CMCSA
Comcast Corp

Communication Services
574
New
$32.84 - $36.72 $18.9K - $21.1K
574 $20.5M
IWM
Ishares Russell 2000 ETF

ETFs
84
+ 67.74%
$174.82 - $215.79 $14.7K - $18.1K
208 $44.9M
Kenvue Inc
943
New
N/A
943 $19.7M
Activity Summary
Buys All Purchases 339 New Holdings 225 Increased Positions 114 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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