Ima Wealth, Inc. Closed Holding Positions

Ima Wealth, Inc.

$841 Million
Q1 2025

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
National Oilwell Varco Inc	Q3 2018 Filed on Oct 18, 2018	17	N/A
Fiat Chrysler Automobiles N	Q3 2018 Filed on Oct 18, 2018	71	N/A
EWL Ishares Inc Msci Switzerlnd ETFs	Q3 2018 Filed on Oct 18, 2018	16	$32.44 - $35.33 $519 - $565
EWJ Ishares Msci Japan ETF ETFs	Q3 2018 Filed on Oct 18, 2018	22	N/A
BK Bank Of New York Mellon Corp Financial Services	Q3 2018 Filed on Oct 18, 2018	25	$50.14 - $55.64 $1.25K - $1.39K
AAOI Applied Optoelectronics, Inc. Technology	Q3 2018 Filed on Oct 18, 2018	1	$24.66 - $48.8 $24.7 - $48.8
AN Autonation, Inc. Consumer Cyclical	Q3 2018 Filed on Oct 18, 2018	18	$41.55 - $50.48 $748 - $909
ESTE Earthstone Energy Inc Energy	Q3 2018 Filed on Oct 18, 2018	992	$7.75 - $10.78 $7.69K - $10.7K
WHR Whirlpool Corp Consumer Cyclical	Q3 2018 Filed on Oct 18, 2018	6	$118.75 - $155.77 $713 - $935
DVA Davita Inc. Healthcare	Q3 2018 Filed on Oct 18, 2018	13	$66.51 - $74.55 $865 - $969
Varian Med Sys Inc	Q3 2018 Filed on Oct 18, 2018	9	N/A
ALLY Ally Financial Inc. Financial Services	Q3 2018 Filed on Oct 18, 2018	49	$26.36 - $27.98 $1.29K - $1.37K
AFL Aflac Inc Financial Services	Q3 2018 Filed on Oct 18, 2018	28	$42.48 - $48.04 $1.19K - $1.35K
EL Estee Lauder Companies Inc Consumer Defensive	Q3 2018 Filed on Oct 18, 2018	5	$132.17 - $145.32 $661 - $727
AAL American Airlines Group Inc. Industrials	Q3 2018 Filed on Oct 18, 2018	17	$35.96 - $43.6 $611 - $741
VFH Vanguard Financial ETF ETFs	Q3 2018 Filed on Oct 18, 2018	36	N/A
Vaneck Vectors ETF Tr	Q3 2018 Filed on Oct 18, 2018	53	N/A
Express Scripts Hldg CO	Q3 2018 Filed on Oct 18, 2018	9	N/A
PCY Invesco Fd Tr Ii Emerging Mkts ETFs	Q3 2018 Filed on Oct 18, 2018	56	$26.47 - $27.41 $1.48K - $1.53K
Ishares Inc	Q3 2018 Filed on Oct 18, 2018	143	N/A
GRES Indexiq ETF Tr Iq Global Resou ETFs	Q3 2018 Filed on Oct 18, 2018	323	$26.32 - $27.71 $8.5K - $8.95K
AL Air Lease Corp Industrials	Q3 2018 Filed on Oct 18, 2018	216	$41.85 - $46.96 $9.04K - $10.1K
Cloudera Inc	Q3 2018 Filed on Oct 18, 2018	744	N/A
NOK Nokia Corp Technology	Q3 2018 Filed on Oct 18, 2018	929	$5.09 - $6.04 $4.73K - $5.61K
NVRO Nevro Corp Healthcare	Q3 2018 Filed on Oct 18, 2018	126	$44.22 - $75.47 $5.57K - $9.51K
Perspecta Inc	Q3 2018 Filed on Oct 18, 2018	230	N/A
RRC Range Resources Corp Energy	Q3 2018 Filed on Oct 18, 2018	306	$14.47 - $17.82 $4.43K - $5.45K
ASUR Asure Software Inc Technology	Q3 2018 Filed on Oct 18, 2018	737	$12.29 - $16.6 $9.06K - $12.2K
RWO Spdr Dow Jones Global Real Est ETFs	Q3 2018 Filed on Oct 18, 2018	104	N/A
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
EDIV Spdr S&P Emerging Dividends Et ETFs	Q3 2018 Filed on Oct 18, 2018	722	N/A
FXI Ishares Tr ETFs	Q3 2018 Filed on Oct 18, 2018	110	$40.39 - $44.29 $4.44K - $4.87K
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
ICHR Ichor Holdings, Ltd. Technology	Q3 2018 Filed on Oct 18, 2018	404	$18.99 - $25.93 $7.67K - $10.5K
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
DVYE Ishares Emerging Markets Divid ETFs	Q3 2018 Filed on Oct 18, 2018	119	N/A
DRI Darden Restaurants Inc Consumer Cyclical	Q3 2018 Filed on Oct 18, 2018	43	$106.42 - $119.38 $4.58K - $5.13K
China Mobile Limited	Q3 2018 Filed on Oct 18, 2018	109	N/A
CAJ Canon Inc Technology	Q3 2018 Filed on Oct 18, 2018	140	$30.34 - $32.48 $4.25K - $4.55K
BNS Bank Of Nova Scotia Financial Services	Q3 2018 Filed on Oct 18, 2018	84	$56.17 - $60.46 $4.72K - $5.08K
BCE Bce Inc Communication Services	Q3 2018 Filed on Oct 18, 2018	115	$39.9 - $42.61 $4.59K - $4.9K
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
STWD Starwood Property Trust, Inc. Real Estate	Q3 2018 Filed on Oct 18, 2018	270	$21.37 - $22.9 $5.77K - $6.18K
NGG National Grid PLC Utilities	Q3 2018 Filed on Oct 18, 2018	99	$50.55 - $58.59 $5K - $5.8K
FTCS First Trust Capital Strength E ETFs	Q3 2018 Filed on Oct 18, 2018	121	$50.96 - $55.82 $6.17K - $6.75K

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