Ima Wealth, Inc. - Q22026 Holdings

Ima Wealth, Inc. holds 1380 stocks with a total portfolio value of $ 1.6B as of Q22026. In Q22026, Ima Wealth, Inc. added 426 new positions, increased stakes in 682 stocks, reduced 140 holdings, and fully exited 76 positions. The largest holding is Ishares Esg Optimized Msci Usa Etf (SUSA), representing 5.06% of the total portfolio.