Institutions / IMG Wealth Management, Inc. / Activity
Activity — IMG Wealth Management, Inc.
637 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | 025072802 Common stock | $1.86M | +18K | 18,081 1.04% of portfolio | low |
| Q2 2026 as of | Add | 33739Q200 Common stock | $1.83M | +37K +65580.36% | 36,781 1.02% of portfolio | low |
| Q2 2026 as of | New | 33737J182 Common stock | $1.53M | +48K | 47,903 0.85% of portfolio | low |
| Q2 2026 as of | Trim | 46434V878 Common stock | $-1.40M | -28K -55.77% | 22,016 0.62% of portfolio | low |
| Q2 2026 as of | Add | 46138G649 Common stock | $1.32M | +4K +24.10% | 22,510 3.80% of portfolio | low |
| Q2 2026 as of | Trim | 14020G101 Common stock | $-1.12M | -24K -18.01% | 108,066 2.84% of portfolio | low |
| Q2 2026 as of | Add | 33740F755 Common stock | $982.0K | +27K +5.60% | 506,640 10.31% of portfolio | low |
| Q2 2026 as of | Add | 33739P103 Common stock | $938.6K | +13K +14.40% | 101,025 4.15% of portfolio | low |
| Q2 2026 as of | Add | 14020W106 Common stock | $928.2K | +19K +7.16% | 281,740 7.73% of portfolio | low |
| Q2 2026 as of | Add | 922908744 Common stock | $749.2K | +3K +12.73% | 30,449 3.70% of portfolio | low |
| Q2 2026 as of | Add | 78464A854 Common stock | $732.7K | +8K +16.39% | 59,209 2.90% of portfolio | low |
| Q2 2026 as of | Add | 33740U752 Common stock | $709.7K | +18K +6.47% | 297,371 6.51% of portfolio | low |
| Q2 2026 as of | Add | 33738R506 Common stock | $686.6K | +8K +10.76% | 87,152 3.94% of portfolio | low |
| Q2 2026 as of | Trim | 46090E103 Common stock | $-594.3K | -807 -14.23% | 4,863 1.99% of portfolio | low |
| Q2 2026 as of | Trim | 922908363 Common stock | $-508.2K | -740 -18.53% | 3,253 1.24% of portfolio | low |
| Q2 2026 as of | Add | 33740U703 Common stock | $482.3K | +16K +5.49% | 311,544 5.16% of portfolio | low |
| Q2 2026 as of | Trim | 33733E104 Common stock | $-477.9K | -5K -20.18% | 20,122 1.05% of portfolio | low |
| Q2 2026 as of | New | 464287440 Common stock | $375.3K | +4K | 3,969 0.21% of portfolio | low |
| Q2 2026 as of | New | 45782C326 Common stock | $360.2K | +8K | 7,607 0.20% of portfolio | low |
| Q2 2026 as of | Add | 37954Y483 Common stock | $353.6K | +19K +124.98% | 34,535 0.35% of portfolio | low |
| Q2 2026 as of | New | 808524797 Common stock | $336.9K | +11K | 10,623 0.19% of portfolio | low |
| Q2 2026 as of | Add | 37954Y475 Common stock | $333.9K | +8K +279.73% | 11,111 0.25% of portfolio | low |
| Q2 2026 as of | New | 45782C433 Common stock | $317.3K | +6K | 6,028 0.18% of portfolio | low |
| Q2 2026 as of | Add | 45782C805 Common stock | $316.8K | +9K +29.18% | 39,940 0.78% of portfolio | low |
| Q2 2026 as of | Trim | First Trust Exchange-Traded Fund VIII Common stock | $-288.8K | -7K -33.84% | 12,828 0.31% of portfolio | low |
| Q2 2026 as of | New | 45782C409 Common stock | $282.5K | +5K | 4,799 0.16% of portfolio | low |
| Q2 2026 as of | Trim | 33739Q408 Common stock | $-277.3K | -5K -18.83% | 20,013 0.67% of portfolio | low |
| Q2 2026 as of | Trim | 464287200 Common stock | $-267.4K | -357 -56.94% | 270 0.11% of portfolio | low |
| Q2 2026 as of | Add | 33738D408 Common stock | $263.6K | +6K +141.53% | 11,067 0.25% of portfolio | low |
| Q2 2026 as of | Add | 33738R407 Common stock | $256.9K | +12K +125.06% | 20,928 0.26% of portfolio | low |
| Q2 2026 as of | Trim | First Trust Exchange-Traded Fund VIII Common stock | $-256.1K | -5K -45.30% | 5,472 0.17% of portfolio | low |
| Q2 2026 as of | Trim | Exxon Mobil Corp Common stock | $-250.9K | -2K -57.11% | 1,378 0.10% of portfolio | low |
| Q2 2026 as of | Add | iShares MSCI UAE ETF Common stock | $246.4K | +3K +6953.66% | 2,892 0.14% of portfolio | low |
| Q2 2026 as of | Add | 46138E537 Common stock | $242.2K | +10K +387.73% | 12,954 0.17% of portfolio | low |
| Q2 2026 as of | New | 45784N726 Common stock | $240.0K | +9K | 9,008 0.13% of portfolio | low |
| Q2 2026 as of | Add | 45784N742 Common stock | $235.4K | +8K +43.24% | 27,639 0.43% of portfolio | low |
| Q2 2026 as of | Trim | 921908844 Common stock | $-235.3K | -994 -44.49% | 1,240 0.16% of portfolio | low |
| Q2 2026 as of | Trim | Apple Inc. Common stock | $-227.2K | -785 -16.24% | 4,048 0.65% of portfolio | low |
| Q2 2026 as of | Trim | First Trust Exchange-Traded Fund VIII Common stock | $-213.7K | -5K -48.54% | 5,300 0.13% of portfolio | low |
| Q2 2026 as of | Trim | First Trust Exchange-Traded Fund VIII Common stock | $-195.6K | -5K -47.37% | 5,246 0.12% of portfolio | low |
| Q2 2026 as of | Trim | 45782C789 Common stock | $-186.6K | -3K -21.93% | 12,232 0.37% of portfolio | low |
| Q2 2026 as of | Trim | Microsoft Corp Common stock | $-180.2K | -483 -28.21% | 1,229 0.26% of portfolio | low |
| Q2 2026 as of | Trim | 464289867 Common stock | $-180.0K | -3K -22.44% | 8,953 0.35% of portfolio | low |
| Q2 2026 as of | Add | 45783Y681 Common stock | $177.8K | +5K +21.18% | 27,892 0.57% of portfolio | low |
| Q2 2026 as of | Add | 72201R866 Common stock | $177.3K | +3K +260.23% | 4,665 0.14% of portfolio | low |
| Q2 2026 as of | Trim | NVIDIA Corp Common stock | $-167.9K | -839 -18.74% | 3,638 0.41% of portfolio | low |
| Q2 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-166.6K | -2K -49.71% | 1,747 0.09% of portfolio | low |
| Q2 2026 as of | Add | Kla Corp Common stock | $160.2K | +531 +2794.74% | 550 0.09% of portfolio | low |
| Q2 2026 as of | Trim | First Trust Exchange-Traded Fund VIII Common stock | $-157.7K | -4K -54.03% | 3,020 0.07% of portfolio | low |
| Q2 2026 as of | Trim | Bank of America Corp /De Common stock | $-150.0K | -3K -51.12% | 2,518 0.08% of portfolio | low |