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IMA Wealth, Inc.

SEC CIK
0001455495
Latest filing
Aug 10, 2026

POOL holding history

Pool Corp in every 13F filed by IMA Wealth, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

POOL overviewAll 13F holders of POOLFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of POOL by IMA Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−49−100.0%Sold outHolders
Q1 202649$9.91K<0.1%00.0%UnchangedHolders
Q4 202549$11.2K<0.1%00.0%UnchangedHolders
Q3 202549$15.2K<0.1%00.0%UnchangedHolders
Q2 202549$14.3K<0.1%00.0%UnchangedHolders
Q1 202549$15.6K<0.1%+49NewHolders
Q4 20240$00.0%−49−100.0%Sold outHolders
Q3 202449$18.5K<0.1%+49NewHolders
Q4 20230$00.0%−49−100.0%Sold outHolders
Q3 202349$17.4K<0.1%00.0%UnchangedHolders
Q2 202349$18.4K<0.1%00.0%UnchangedHolders
Q1 202349$16.8K<0.1%00.0%UnchangedHolders
Q4 202249$14.8K<0.1%−100−67.1%ReducedHolders
Q3 2022149$47.0K<0.1%00.0%UnchangedHolders
Q2 2022149$52.0K<0.1%+100+204.1%AddedHolders
Q1 202249$21.0K<0.1%00.0%UnchangedHolders
Q4 202149$28.0K<0.1%00.0%UnchangedHolders
Q3 202149$21.0K<0.1%00.0%UnchangedHolders
Q2 202149$22.0K<0.1%00.0%UnchangedHolders
Q1 202149$17.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.