• 13F History

IMA Advisory Services, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$830M
Signature - Title
Valerie Ruppel - Chief Compliance Officer
Location
Wichita, KS
Summary
This page shows a list of all the recent 13F filings made by IMA Advisory Services, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. IMA Advisory Services, Inc. reported 169 stock holdings with total value $830M as of Q4 2024. Top holdings included DSI, SCHD, DMXF, VV, and SCHX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 169 $830M +$454M -$16.2M +$437M DSI, SCHD, DMXF, VV, SCHX 13F-HR 2/14/2025, 12:01 PM
Q3 2024 256 $459M +$249M -$22.8M +$226M SCHX, SCHB, BND, HYDB, BSCR 13F-HR 11/14/2024, 09:47 AM
Q2 2024 73 $226M +$33.4M -$13.5M +$19.8M BIL, HYDB, BSCR, BSCS, NVDA Restatement 8/6/2024, 10:50 AM
Q1 2024 73 $211M +$17.4M -$17.7M -$255K BIL, HYDB, BSCR, JCPB, NVDA 13F-HR 4/24/2024, 11:37 AM
Q4 2023 67 $200M +$10.6M -$215M -$205M BIL, BSCR, HYDB, JCPB, IBDQ 13F-HR 2/5/2024, 09:54 AM
Q3 2023 282 $387M +$44M -$35.6M +$8.42M SCHX, BIL, SCHB, BSCR, HYDB 13F-HR 11/28/2023, 11:51 AM
Q2 2023 327 $389M +$52.4M -$70M -$17.6M SCHX, SCHB, BSCO, HYDB, BND 13F-HR 8/15/2023, 03:41 PM
Q1 2023 314 $388M +$21.6M -$28.5M -$6.92M SCHX, BSCO, BSCN, BSJN, SCHB 13F-HR 5/15/2023, 05:55 PM
Q4 2022 341 $378M +$20.2M -$20.9M -$660K SCHX, BSCO, BSCN, BSJN, SCHB 13F-HR 2/15/2023, 05:02 PM
Q3 2022 306 $372M +$9.15M -$28.1M -$19M SCHX, BSCN, BSCO, BSJN, SCHB 13F-HR 11/15/2022, 04:24 PM
Q2 2022 311 $409M +$81.4M -$35.5M +$45.9M SCHX, BSCN, BSCO, BSJN, BSCM 13F-HR 8/18/2022, 04:45 PM
Q1 2022 295 $436M +$62.6M -$22.5M +$40.1M SCHX, BSCN, BSCM, BSJM, BAC 13F-HR 6/13/2022, 10:49 AM
Q4 2021 305 $453M +$59.2M -$20.9M +$38.4M SCHX, BSCN, BSCM, BAC, BSJM 13F-HR 2/14/2022, 10:19 AM
Q3 2021 281 $423M +$36.2M -$34.4M +$1.75M SCHX, BSCM, BSCN, BAC, SCHB 13F-HR 11/3/2021, 11:46 AM
Q2 2021 281 $428M +$17.3M -$23.6M -$6.34M SCHX, BSJL, BSCM, BAC, SCHB 13F-HR 8/13/2021, 02:22 PM
Q1 2021 290 $408M +$57.2M -$22.2M +$34.9M SCHX, BSJL, BSCM, BAC, SCHB 13F-HR 5/13/2021, 01:16 PM
Q4 2020 280 $356M +$44.4M -$23.2M +$21.2M SCHX, BSJL, BSCM, SCHB, BAC 13F-HR 2/8/2021, 04:16 PM
Q3 2020 282 $298M +$24.6M -$13.9M +$10.7M SCHX, BSJL, BSCM, BAC, SCHB 13F-HR 11/13/2020, 05:36 PM
Q2 2020 240 $277M +$45M -$33.3M +$11.6M SCHX, BSJL, BSCM, BAC, SCHB 13F-HR 8/13/2020, 03:14 PM
Q1 2020 247 $227M +$38.5M -$29.4M +$9.03M BSJL, SCHX, BSCM, BAC, SCHB 13F-HR 4/14/2020, 10:21 AM
Q4 2019 278 $269M +$13.2M -$25M -$11.8M BAC, BSJK, SCHX, SCHB, BSCM 13F-HR 2/24/2020, 10:03 AM
Q3 2019 280 $265M +$16.3M -$17.1M -$816K BSJK, BAC, SCHX, SCHB, BSCM 13F-HR 10/29/2019, 10:10 AM
Q2 2019 273 $267M +$18M -$13.1M +$4.84M BSJK, BAC, SCHB, SCHX, BSCM 13F-HR 7/19/2019, 01:30 PM
Q1 2019 272 $258M +$58.8M -$29.4M +$29.4M BSJK, BAC, SCHB, SCHX, BSCM 13F-HR 5/9/2019, 04:45 PM
Q4 2018 307 $214M +$20.3M -$21.4M -$1.13M BAC, SCHB, BSJJ, SCHX, BSCK 13F-HR 1/15/2019, 11:00 AM
Q3 2018 320 $256M +$16.9M -$6.64M +$10.3M BAC, SCHB, BSJJ, BSCK, SCHX 13F-HR 10/18/2018, 09:49 AM
Q2 2018 426 $240M +$74.8M -$15.5M +$59.2M BAC, SCHB, BSCK, PFF, BSJJ 13F-HR 8/1/2018, 03:59 PM
Q1 2018 110 $225M +$32.5M -$6.85M +$25.7M BAC, SCHB, PFF, BSCKXXXX, SCHX 13F-HR 4/20/2018, 10:19 AM
Q4 2017 119 $224M +$27.6M -$17.2M +$10.4M BAC, SCHB, SCHV, PFF, SCHX 13F-HR 2/5/2018, 03:49 PM
Q3 2017 122 $216M +$18.9M -$9.39M +$9.49M BAC, SCHB, SCHV, PFF, BSCKXXXX 13F-HR 10/24/2017, 12:58 PM
Q2 2017 135 $208M +$23M -$11.2M +$11.9M BAC, SCHB, PFF, SCHV, SCHX 13F-HR 7/31/2017, 02:33 PM
Q1 2017 135 $199M +$67.8M -$23.1M +$44.6M BAC, PFF, SCHV, BSCJXXXX, BSCKXXXX 13F-HR 6/6/2017, 05:30 PM
Q4 2016 113 $162M +$25.7M -$19.5M +$6.21M SCHV, BSCOXXXX, HD, CBM, META 13F-HR 3/30/2017, 12:43 PM
Q3 2016 108 $175M +$24.9M -$5.28M +$19.6M BSCOXXXX, SCHV, VXX, META, CBM 13F-HR 12/7/2016, 04:31 PM
Q2 2016 103 $159M +$15.9M -$11.6M +$4.23M BSCOXXXX, SCHV, CBM, HD, META 13F-HR 12/8/2016, 11:17 AM
Q1 2016 105 $172M +$30.9M -$1.93M +$29M BSCOXXXX, FDN, SCHV, HD, META 13F-HR 12/8/2016, 11:45 AM
Q4 2015 116 $163M +$16.2M -$5.19M +$11M FDN, OPHT, CBM, REGN, META 13F-HR 12/8/2016, 02:43 PM
Q3 2015 123 $158M +$14.8M -$12.9M +$1.91M FDN, CBM, RWX, MDCO, HD 13F-HR 12/8/2016, 02:46 PM
Q2 2015 186 $210M +$19.4M -$10.6M +$8.8M PFF, BAC, FDN, CBM, REGN 13F-HR 7/24/2015, 02:35 PM
Q1 2015 147 $206M +$23.7M -$3.74M +$19.9M PFF, BAC, FDN, ICF, CBM 13F-HR 4/14/2015, 11:36 AM
Q4 2014 144 $194M +$15.1M -$13.7M +$1.41M PFF, BAC, FDN, AMJ, XOM 13F-HR 1/9/2015, 12:29 PM
Q3 2014 161 $212M +$18.3M -$5.44M +$12.8M PFF, BAC, AMLPXXXX, FDN, PGFXXXX 13F-HR 10/16/2014, 01:11 PM
Q2 2014 165 $219M +$20.1M -$11.2M +$8.85M PFF, BAC, AMLPXXXX, FDN, PGFXXXX 13F-HR 7/17/2014, 11:33 AM
Q1 2014 158 $214M +$14.2M -$4.46M +$9.7M PFF, BAC, AMLPXXXX, FDN, PGFXXXX 13F-HR 4/15/2014, 04:45 PM
Q4 2013 158 $210M PFF, BAC, AMLPXXXX, FDN, XOM 13F-HR 1/30/2014, 11:29 AM