Ima Wealth, Inc. Closed Holding Positions

Ima Wealth, Inc.

  • $914 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
HSC
Harsco Corp

Industrials
Q1 2020 Filed on Apr 14, 2020
1,002
$4.57 - $23.42 $4.58K - $23.5K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
Q1 2020 Filed on Apr 14, 2020
167
$23.58 - $35.55 $3.94K - $5.94K
Altaba Inc
Q4 2019 Filed on Feb 24, 2020
2,151
N/A
Celgene Corp
Q4 2019 Filed on Feb 24, 2020
350
N/A
Cambrex Corp
Q4 2019 Filed on Feb 24, 2020
2,928
N/A
Nanometrics Inc
Q4 2019 Filed on Feb 24, 2020
108,659
N/A
Bb&T Corp
Q4 2019 Filed on Feb 24, 2020
1,961
N/A
ADT
Adt Inc.

Industrials
Q4 2019 Filed on Feb 24, 2020
1,791
$6.19 - $9.57 $11.1K - $17.1K
Invesco Exch Trd Slf Idx Fd
Q4 2019 Filed on Feb 24, 2020
19
N/A
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q3 2019 Filed on Oct 29, 2019
100
$37.62 - $38.84 $3.76K - $3.88K
Harris Corp Del
Q3 2019 Filed on Oct 29, 2019
207
N/A
IPGP
Ipg Photonics Corp

Technology
Q3 2019 Filed on Oct 29, 2019
16
$116.45 - $156.66 $1.86K - $2.51K
RSF
River North Specialty Finance Corp

ETFs
Q3 2019 Filed on Oct 29, 2019
2,385
$18.24 - $19.79 $43.5K - $47.2K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q2 2019 Filed on Jul 19, 2019
330
$118.17 - $124.37 $39K - $41K
Rudolph Technologies Inc
Q2 2019 Filed on Jul 19, 2019
400
N/A
SCL
Stepan CO

Basic Materials
Q2 2019 Filed on Jul 19, 2019
153
$84.07 - $92.82 $12.9K - $14.2K
COO
Cooper Companies, Inc.

Healthcare
Q2 2019 Filed on Jul 19, 2019
6
$279.29 - $336.89 $1.68K - $2.02K
DEO
Diageo PLC

Consumer Defensive
Q2 2019 Filed on Jul 19, 2019
43
$162.12 - $174.55 $6.97K - $7.51K
CLR
Continental Resources, Inc

Energy
Q2 2019 Filed on Jul 19, 2019
150
$35.0 - $51.82 $5.25K - $7.77K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q2 2019 Filed on Jul 19, 2019
187
N/A
ORAN
Orange

Communication Services
Q2 2019 Filed on Jul 19, 2019
164
$15.03 - $16.7 $2.46K - $2.74K
HFC
Hf Sinclair Corporation

Energy
Q2 2019 Filed on Jul 19, 2019
2,183
N/A
TAP
Molson Coors Beverage CO

Consumer Defensive
Q2 2019 Filed on Jul 19, 2019
200
$53.66 - $64.19 $10.7K - $12.8K
Dowdupont Inc
Q2 2019 Filed on Jul 19, 2019
100
N/A
BHF
Brighthouse Financial, Inc.

Financial Services
Q2 2019 Filed on Jul 19, 2019
10
$33.66 - $42.83 $337 - $428
CSX
Csx Corp

Industrials
Q2 2019 Filed on Jul 19, 2019
469
$24.65 - $26.84 $11.6K - $12.6K
LGND
Ligand Pharmaceuticals Inc

Healthcare
Q2 2019 Filed on Jul 19, 2019
6
$107.38 - $129.34 $644 - $776
GGG
Graco Inc

Industrials
Q2 2019 Filed on Jul 19, 2019
2,165
$47.08 - $53.34 $102K - $115K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q2 2019 Filed on Jul 19, 2019
200
$126.76 - $137.28 $25.4K - $27.5K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
Q2 2019 Filed on Jul 19, 2019
5
$125.55 - $144.48 $628 - $722
PNR
Pentair PLC

Industrials
Q2 2019 Filed on Jul 19, 2019
18
$34.82 - $45.49 $627 - $819
Windstream Hldgs Inc
Q2 2019 Filed on Jul 19, 2019
184
N/A
AMN
Amn Healthcare Services Inc

Healthcare
Q2 2019 Filed on Jul 19, 2019
16
$47.19 - $54.25 $755 - $868
Invesco Exch Trd Slf Idx Fd
Q2 2019 Filed on Jul 19, 2019
1,331
N/A
SNN
Smith & Nephew PLC

Healthcare
Q2 2019 Filed on Jul 19, 2019
104
$37.82 - $43.93 $3.93K - $4.57K
AER
Aer Cap Holdings N.V.

Industrials
Q2 2019 Filed on Jul 19, 2019
78
$44.82 - $52.01 $3.5K - $4.06K
PNFP
Pinnacle Financial Partners Inc

Financial Services
Q1 2019 Filed on May 09, 2019
59
$46.35 - $59.55 $2.73K - $3.51K
Gulfport Energy Corp
Q1 2019 Filed on May 09, 2019
735
N/A
PETQ
Pet Iq, Inc.

Healthcare
Q1 2019 Filed on May 09, 2019
337
$23.31 - $31.41 $7.86K - $10.6K
BDX
Becton Dickinson & CO

Healthcare
Q1 2019 Filed on May 09, 2019
61
$206.05 - $248.17 $12.6K - $15.1K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q1 2019 Filed on May 09, 2019
82
$164.26 - $202.05 $13.5K - $16.6K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q1 2019 Filed on May 09, 2019
161
N/A
VFC
V F Corp

Consumer Cyclical
Q1 2019 Filed on May 09, 2019
278
$65.21 - $82.61 $18.1K - $23K
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q1 2019 Filed on May 09, 2019
5,670
N/A
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q1 2019 Filed on May 09, 2019
1,216
N/A
EEFT
Euronet Worldwide, Inc.

Technology
Q1 2019 Filed on May 09, 2019
890
$96.45 - $142.59 $85.8K - $127K
MAIN
Main Street Capital Corp

Financial Services
Q1 2019 Filed on May 09, 2019
99
$33.99 - $39.21 $3.37K - $3.88K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
Q1 2019 Filed on May 09, 2019
46
$31.1 - $40.67 $1.43K - $1.87K
Shire PLC
Q1 2019 Filed on May 09, 2019
50
N/A
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