IMA Wealth, Inc.
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationdenver, CO
- CIK0001455495
- Alternate namesIMA Advisory Services, Inc.
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
169 | $830.49M | DSI, SCHD, DMXF, VV | 13F-HR | Feb 14, 2025 | 000108514625001502 | ||
262 | $459.42M | SCHX, SCHB, BND, HYDB | 13F-HR | Nov 14, 2024 | 000145549524000007 | ||
73 | $226.40M | KRE, HYDB, BSCR, BSCS | RESTATEMENT | Aug 6, 2024 | 000145549524000005 | ||
73 | $211.50M | KRE, HYDB, BSCR, JCPB | 13F-HR | Apr 24, 2024 | 000145549524000002 | ||
67 | $199.75M | KRE, BSCR, HYDB, JCPB | 13F-HR | Feb 5, 2024 | 000145549524000001 | ||
285 | $386.97M | SCHX, KRE, SCHB, BSCR | 13F-HR | Nov 28, 2023 | 000145549523000004 | ||
290 | $389.22M | SCHX, SCHB, BSCO, HYDB | 13F-HR | Aug 15, 2023 | 000145549523000003 | ||
315 | $387.74M | SCHX, BSCO, BSCN, BSJN | 13F-HR | May 16, 2023 | 000145549523000002 | ||
341 | $377.75M | SCHX, BSCO, BSCN, BSJN | 13F-HR | Feb 16, 2023 | 000145549523000001 | ||
402 | $372.25M | SCHX, BSCN, BSCO, BSJN | 13F-HR | Nov 15, 2022 | 000145549522000004 | ||
323 | $408.63M | SCHX, BSCN, BSCO, BSJN | 13F-HR | Aug 18, 2022 | 000145549522000003 | ||
304 | $435.68M | SCHX, BSCN, BSCM, BSJM | 13F-HR | Jun 13, 2022 | 000145549522000002 | ||
313 | $452.86M | SCHX, BSCN, BSCM, BAC | 13F-HR | Feb 14, 2022 | 000145549522000001 | ||
289 | $423.32M | SCHX, BSCM, BSCN, BAC | 13F-HR | Nov 3, 2021 | 000145549521000005 | ||
287 | $427.95M | SCHX, BSJL, BSCM, BAC | 13F-HR | Aug 13, 2021 | 000145549521000004 | ||
297 | $408.22M | SCHX, BSJL, BSCM, BAC | 13F-HR | May 13, 2021 | 000145549521000003 | ||
294 | $356.68M | SCHX, BSJL, BSCM, SCHB | 13F-HR | Feb 8, 2021 | 000145549521000001 | ||
298 | $298.27M | SCHX, BSJL, BSCM, BAC | 13F-HR | Nov 16, 2020 | 000145549520000009 | ||
247 | $276.57M | SCHX, BSJL, BSCM, BAC | 13F-HR | Aug 13, 2020 | 000145549520000008 | ||
254 | $227.22M | BSJL, SCHX, BSCM, BAC | 13F-HR | Apr 14, 2020 | 000145549520000006 | ||
282 | $269.44M | BAC, BSJK, SCHX, SCHB | 13F-HR | Feb 24, 2020 | 000145549520000004 | ||
284 | $264.76M | BSJK, BAC, SCHX, SCHB | 13F-HR | Oct 29, 2019 | 000145549519000007 | ||
277 | $267.47M | BSJK, BAC, SCHB, SCHX | 13F-HR | Jul 19, 2019 | 000145549519000006 | ||
284 | $257.61M | BSJK, BAC, SCHB, SCHX | 13F-HR | May 9, 2019 | 000145549519000005 | ||
340 | $214.34M | BAC, SCHB, BSJJ, SCHX | 13F-HR | Jan 15, 2019 | 000145549519000004 | ||
354 | $255.73M | BAC, SCHB, BSJJ, BSCK | 13F-HR | Oct 18, 2018 | 000145549518000011 | ||
479 | $240.02M | BAC, SCHB, BSCK, PFF | 13F-HR | Aug 1, 2018 | 000145549518000010 | ||
110 | $224.67M | BAC, SCHB, PFF, 9000004D | 13F-HR | Apr 20, 2018 | 000145549518000009 | ||
119 | $223.51M | BAC, SCHB, SCHV, PFF | 13F-HR | Feb 5, 2018 | 000145549518000003 | ||
122 | $215.53M | BAC, SCHB, SCHV, PFF | 13F-HR | Oct 24, 2017 | 000145549517000005 | ||
135 | $207.93M | BAC, SCHB, PFF, SCHV | 13F-HR | Jul 31, 2017 | 000145549517000004 | ||
135 | $198.71M | BAC, PFF, SCHV, 9000002D | 13F-HR | Jun 6, 2017 | 000145549517000003 | ||
113 | $162.33M | SCHV, 9000012D, HD, CBM | 13F-HR | Mar 30, 2017 | 000145549517000001 | ||
108 | $174.93M | 9000012D, SCHV, iPATH S&P 500 VIX Short-Term Futures ETN, META | 13F-HR | Dec 8, 2016 | 000145549516000005 | ||
103 | $159.40M | 9000012D, SCHV, CBM, HD | 13F-HR | Dec 8, 2016 | 000145549516000006 | ||
105 | $172.40M | 9000012D, FDN, SCHV, HD | 13F-HR | Dec 8, 2016 | 000145549516000007 | ||
119 | $164.73M | FDN, OPHTHOTECH CORP, CBM, REGN | 13F-HR | Dec 8, 2016 | 000145549516000008 | ||
124 | $157.78M | FDN, CBM, RWX, MDCO | 13F-HR | Dec 8, 2016 | 000145549516000009 | ||
186 | $210.22M | PFF, BAC, FDN, CBM | 13F-HR | Jul 24, 2015 | 000145549515000004 | ||
147 | $205.72M | PFF, BAC, FDN, ICF | 13F-HR | Apr 14, 2015 | 000145549515000003 | ||
144 | $193.55M | PFF, BAC, FDN, AMJ | 13F-HR | Jan 9, 2015 | 000145549515000002 | ||
161 | $211.85M | PFF, BAC, AMLP, FDN | 13F-HR | Oct 16, 2014 | 000145549514000007 | ||
165 | $218.55M | PFF, BAC, AMLP, FDN | 13F-HR | Jul 17, 2014 | 000145549514000006 | ||
158 | $213.94M | PFF, BAC, AMLP, FDN | 13F-HR | Apr 15, 2014 | 000145549514000005 | ||
158 | $210.24M | PFF, BAC, AMLP, FDN | 13F-HR | Jan 30, 2014 | 000145549514000002 |