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 | Trim | 46432F842 Common stock | $-149.0K | -2K -48.29% | 1,652 0.09% of portfolio | low |
| Q2 2026 as of | Trim | Oracle Corp Common stock | $-148.3K | -1K -39.98% | 1,519 0.12% of portfolio | low |
| Q2 2026 as of | Add | First Trust Exchange-Traded Fund VI Common stock | $145.5K | +6K +126.29% | 10,932 0.15% of portfolio | low |
| Q2 2026 as of | Trim | Qualcomm INC/DE Common stock | $-144.9K | -784 -37.03% | 1,333 0.14% of portfolio | low |
| Q2 2026 as of | Add | 45782C375 Common stock | $144.4K | +3K +16.23% | 24,477 0.58% of portfolio | low |
| Q2 2026 as of | Add | 33739N108 Common stock | $141.6K | +3K +213.64% | 4,046 0.12% of portfolio | low |
| Q2 2026 as of | Add | 86280R506 Common stock | $141.2K | +6K +98.27% | 12,469 0.16% of portfolio | low |
| Q2 2026 as of | Trim | First Trust Exchange-Traded Fund VIII Common stock | $-139.9K | -3K -50.00% | 2,970 0.08% of portfolio | low |
| Q2 2026 as of | Add | 45782C730 Common stock | $130.9K | +3K +12.07% | 31,539 0.68% of portfolio | low |
| Q2 2026 as of | Add | RTX Corp Common stock | $124.5K | +656 +262.40% | 906 0.10% of portfolio | low |
| Q2 2026 as of | Add | Dynex Capital Inc Common stock | $114.1K | +9K +397.94% | 10,895 0.08% of portfolio | low |
| Q2 2026 as of | Add | 45782C649 Common stock | $113.7K | +3K +37.45% | 10,093 0.23% of portfolio | low |
| Q2 2026 as of | New | 921909768 Common stock | $113.4K | +1K | 1,326 0.06% of portfolio | low |
| Q2 2026 as of | Trim | Amazon.com Inc Common stock | $-104.2K | -437 -20.63% | 1,681 0.22% of portfolio | low |
| Q2 2026 as of | New | Sandisk Corp Common stock | $102.3K | +45 | 45 0.06% of portfolio | low |
| Q2 2026 as of | Add | First Trust Exchange-Traded Fund IV Common stock | $101.6K | +3K +181.13% | 5,364 0.09% of portfolio | low |
| Q2 2026 as of | Add | 33739Q705 Common stock | $99.7K | +2K +98.55% | 3,979 0.11% of portfolio | low |
| Q2 2026 as of | Add | 464288414 Common stock | $90.8K | +844 +629.85% | 978 0.06% of portfolio | low |
| Q2 2026 as of | Trim | Broadcom Inc. Common stock | $-90.3K | -239 -58.44% | 170 0.04% of portfolio | low |
| Q2 2026 as of | New | Corning Inc /Ny Common stock | $81.5K | +319 | 319 0.05% of portfolio | low |
| Q2 2026 as of | New | 33739P301 Common stock | $80.6K | +2K | 1,663 0.04% of portfolio | low |
| Q2 2026 as of | Add | 46138G508 Common stock | $78.2K | +4K +81.54% | 8,547 0.10% of portfolio | low |
| Q2 2026 as of | Trim | Wells Fargo & COMPANY/MN Common stock | $-74.5K | -902 -80.25% | 222 0.01% of portfolio | low |
| Q2 2026 as of | Exit | Plug Power Inc Common stock | $-74.2K | -38K -100.00% | 0 | low |
| Q2 2026 as of | Add | Intel Corp Common stock | $73.6K | +527 +81.33% | 1,175 0.09% of portfolio | low |
| Q2 2026 as of | Trim | 92189F643 Common stock | $-72.5K | -697 -12.63% | 4,823 0.28% of portfolio | low |
| Q2 2026 as of | Add | 45782C532 Common stock | $72.4K | +2K +3.35% | 53,547 1.24% of portfolio | low |
| Q2 2026 as of | Add | Western Digital Corp Common stock | $72.2K | +113 +869.23% | 126 0.04% of portfolio | low |
| Q2 2026 as of | Trim | Tesla Inc Common stock | $-69.8K | -166 -22.13% | 584 0.14% of portfolio | low |
| Q2 2026 as of | Exit | 464287309 Common stock | $-69.8K | -566 -100.00% | 0 | low |
| Q2 2026 as of | Trim | 45784N700 Common stock | $-68.9K | -2K -15.80% | 13,302 0.20% of portfolio | low |
| Q2 2026 as of | Add | Northrop Grumman Corp Common stock | $68.2K | +134 +66.01% | 337 0.10% of portfolio | low |
| Q2 2026 as of | Trim | 464287507 Common stock | $-67.5K | -876 -51.29% | 832 0.04% of portfolio | low |
| Q2 2026 as of | Trim | 45783Y673 Common stock | $-66.8K | -2K -9.26% | 16,968 0.36% of portfolio | low |
| Q2 2026 as of | Trim | Visa Inc Common stock | $-57.0K | -166 -21.15% | 619 0.12% of portfolio | low |
| Q2 2026 as of | Add | 922907746 Common stock | $56.6K | +1K +202.90% | 1,672 0.05% of portfolio | low |
| Q2 2026 as of | Trim | Pfizer Inc Common stock | $-56.5K | -2K -70.47% | 983 0.01% of portfolio | low |
| Q2 2026 as of | Add | Texas Instruments Inc Common stock | $55.7K | +187 +159.83% | 304 0.05% of portfolio | low |
| Q2 2026 as of | Add | 922908629 Common stock | $54.2K | +673 +219.22% | 980 0.04% of portfolio | low |
| Q2 2026 as of | Exit | 46137V357 Common stock | $-53.8K | -281 -100.00% | 0 | low |
| Q2 2026 as of | Add | Microchip Technology Inc Common stock | $53.4K | +586 +1831.25% | 618 0.03% of portfolio | low |
| Q2 2026 as of | Trim | AT&T Inc. Common stock | $-53.1K | -3K -26.37% | 7,157 0.08% of portfolio | low |
| Q2 2026 as of | Trim | 45782C557 Common stock | $-51.8K | -973 -7.37% | 12,226 0.36% of portfolio | low |
| Q2 2026 as of | Trim | First Trust Exchange-Traded Fund VIII Common stock | $-50.2K | -1K -33.32% | 2,946 0.06% of portfolio | low |
| Q2 2026 as of | Trim | JPMorgan Chase & Co Common stock | $-48.8K | -149 -8.94% | 1,517 0.28% of portfolio | low |
| Q2 2026 as of | Trim | Alphabet Inc. Common stock | $-45.0K | -126 -12.09% | 916 0.18% of portfolio | low |
| Q2 2026 as of | Trim | 45782C771 Common stock | $-45.0K | -848 -9.53% | 8,051 0.24% of portfolio | low |
| Q2 2026 as of | Trim | 33741X102 Common stock | $-44.8K | -1K -0.71% | 145,117 3.49% of portfolio | low |
| Q2 2026 as of | Trim | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $-44.4K | -93 -41.33% | 132 0.04% of portfolio | low |
| Q2 2026 as of | Add | Cisco Systems, Inc. Common stock | $43.8K | +373 +28.85% | 1,666 0.11% of portfolio | low |