0001455495-21-000003.txt : 20210513 0001455495-21-000003.hdr.sgml : 20210513 20210513131651 ACCESSION NUMBER: 0001455495-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210513 DATE AS OF CHANGE: 20210513 EFFECTIVENESS DATE: 20210513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: IMA Wealth, Inc. CENTRAL INDEX KEY: 0001455495 IRS NUMBER: 481233289 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13377 FILM NUMBER: 21918415 BUSINESS ADDRESS: STREET 1: 430 E DOUGLAS AVE STREET 2: SUITE 400 CITY: WICHITA STATE: KS ZIP: 67202 BUSINESS PHONE: 316-266-6574 MAIL ADDRESS: STREET 1: 430 E DOUGLAS AVE STREET 2: SUITE 400 CITY: WICHITA STATE: KS ZIP: 67202 FORMER COMPANY: FORMER CONFORMED NAME: TrueNorth, Inc. DATE OF NAME CHANGE: 20090205 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001455495 XXXXXXXX 03-31-2021 03-31-2021 IMA Wealth, Inc.

430 E DOUGLAS AVE SUITE 400 WICHITA KS 67202

13F HOLDINGS REPORT 028-13377 N Trish Davis 316-266-6582 Patricia Davis Wichita KS 05-13-2021 0 297 408217 false INFORMATION TABLE 2 13FQ12021.xml AES CORP COM 00130H105 3882 144798 SH SOLE 144798 0 0 AT&T INC COM 00206R102 312 10293 SH SOLE 10293 0 0 ARK ETF TR INNOVATION ETF 00214Q104 3 25 SH SOLE 25 0 0 ARK ETF TR AUTNMUS TECHNLGY 00214Q203 8 100 SH SOLE 100 0 0 ARK ETF TR NEXT GNRTN INTER 00214Q401 4 25 SH SOLE 25 0 0 ARK ETF TR ARK SPACE EXPL 00214Q807 2 100 SH SOLE 100 0 0 ABBOTT LABS COM 002824100 248 2068 SH SOLE 2068 0 0 ABBVIE INC COM 00287Y109 2287 21136 SH SOLE 21136 0 0 ACORDA THERAPEUTICS INC COM NEW 00484M601 0 17 SH SOLE 17 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 18 38 SH SOLE 38 0 0 AEROJET ROCKETDYNE HLDGS INC COM 007800105 4244 90378 SH SOLE 90378 0 0 AIRBNB INC COM CL A 009066101 27 146 SH SOLE 146 0 0 AIR PRODS & CHEMS INC COM 009158106 10 35 SH SOLE 35 0 0 ALBEMARLE CORP COM 012653101 22 150 SH SOLE 150 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2 10 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