Img Wealth Management, Inc. Reduced Holdings in Q1 2025

Img Wealth Management, Inc.

  • $111 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AOR
Ishares Tr Core Growth Allocat

ETFs
-3.24K
- 13.9%
$56.63 - $59.39 $183K - $192K
20.1K $1.16B
FVD
First Tr Value Line Divid Inde

ETFs
-3.14K
- 14.24%
$42.61 - $45.51 $134K - $143K
18.9K $843M
AAPL
Apple Inc.

Technology
-5
- 0.15%
$209.68 - $247.1 $1.05K - $1.24K
3.26K $724M
VIG
Vanguard Dividend Appreciation

ETFs
-333
- 15.37%
N/A
1.83K $356M
VB
Vanguard Small Cap ETF

ETFs
-69
- 2.84%
$217.89 - $252.64 $15K - $17.4K
2.36K $524M
MSFT
Microsoft Corp

Technology
-6
- 0.49%
$375.39 - $447.2 $2.25K - $2.68K
1.21K $454M
NVDA
Nvidia Corp

Technology
-20
- 0.95%
$106.98 - $149.43 $2.14K - $2.99K
2.08K $226M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-524
- 1.71%
$29.41 - $31.79 $15.4K - $16.7K
30.2K $901M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-1
- 0.08%
$211.47 - $267.17 $211 - $267
1.23K $260M
IEFA
Ishares Tr

ETFs
-685
- 21.38%
$69.57 - $78.65 $47.7K - $53.9K
2.52K $191M
MRK
Merck & Co., Inc.

Healthcare
-109
- 5.42%
$83.01 - $101.02 $9.05K - $11K
1.9K $171M
VO
Vanguard Mid Cap ETF

ETFs
-79
- 13.96%
$251.87 - $277.95 $19.9K - $22K
487 $126M
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-580
- 6.82%
$38.02 - $39.4 $22.1K - $22.9K
7.93K $305M
INTU
Intuit Inc

Technology
-28
- 13.66%
$555.63 - $630.23 $15.6K - $17.6K
177 $109M
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
-72
- 0.27%
$32.69 - $34.66 $2.35K - $2.5K
26.1K $866M
IWM
Ishares Russell 2000 ETF

ETFs
-71
- 36.41%
$198.1 - $229.79 $14.1K - $16.3K
124 $24.8M
PAVE
Global X Fds Us Infrastructure

ETFs
-73
- 1.33%
$37.31 - $43.82 $2.72K - $3.2K
5.4K $204M
BJUL
Innovator U.S. Equity Buffer E

ETFs
-272
- 7.05%
$42.65 - $46.09 $11.6K - $12.5K
3.59K $155M
XOM
Exxon Mobil Corp

Energy
-270
- 20.13%
$105.44 - $118.93 $28.5K - $32.1K
1.07K $127M
MVST
Microvast Holdings, Inc.

Industrials
-184
- 1.01%
$1.15 - $2.41 $212 - $443
18.1K $21.2M
WDAY
Workday, Inc.

Technology
-50
- 61.73%
$233.53 - $277.82 $11.7K - $13.9K
31 $7.24M
First Tr Exchng Traded Fd Vi
-578
- 6.12%
N/A
8.87K $278M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-141
- 24.35%
$95.85 - $99.25 $13.5K - $14K
438 $43.3M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
-206
- 19.85%
$45.03 - $48.14 $9.28K - $9.92K
832 $38.4M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-76
- 14.13%
$80.73 - $94.96 $6.14K - $7.22K
462 $38.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
-9
- 4.66%
$551.42 - $612.93 $4.96K - $5.52K
184 $103M
SYM
Symbotic Inc.

Financial Services
-391
- 62.06%
$20.16 - $33.5 $7.88K - $13.1K
239 $4.83M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-139
- 13.79%
$40.03 - $46.81 $5.56K - $6.51K
869 $35.4M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-411
- 23.22%
$24.73 - $25.62 $10.2K - $10.5K
1.36K $34.7M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-358
- 26.25%
$25.54 - $27.64 $9.14K - $9.9K
1.01K $27.4M
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-362
- 24.09%
$22.19 - $22.84 $8.03K - $8.27K
1.14K $25.6M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-106
- 68.83%
$73.78 - $76.59 $7.82K - $8.12K
48 $3.66M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-192
- 12.78%
$39.4 - $42.61 $7.56K - $8.18K
1.31K $52.9M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-180
- 55.73%
$42.4 - $44.11 $7.63K - $7.94K
143 $6.28M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-16
- 0.26%
$34.28 - $36.43 $548 - $583
6.09K $211M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-148
- 20.87%
$37.07 - $40.63 $5.49K - $6.01K
561 $22.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-166
- 19.42%
$33.84 - $37.77 $5.62K - $6.27K
689 $25.1M
FTGC
First Trust Global Tactical CO

ETFs
-351
- 11.22%
$23.95 - $25.86 $8.41K - $9.08K
2.78K $70.9M
PFF
Ishares Trust Ishares Pfd And

ETFs
-86
- 74.14%
$30.73 - $32.26 $2.64K - $2.77K
30 $932K
TFLO
Ishares Treasury Floating Rate

ETFs
-39
- 2.22%
$50.48 - $50.68 $1.97K - $1.98K
1.72K $86.9M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-93
- 10.02%
$21.95 - $24.74 $2.04K - $2.3K
835 $20.2M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-19
- 2.52%
$100.59 - $103.47 $1.91K - $1.97K
736 $76.2M
SLV
I Shares Silver Trust

ETFs
-13
- 0.02%
$26.93 - $31.32 $350 - $407
61.8K $1.92B
Activity Summary
Buys All Purchases 97 New Holdings 44 Increased Positions 53 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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