FIRST TR EXCHANGE-TRADED FD

Ticker: SDVY CUSIP: 33741X102 Class: SMID RISNG ETF

IMA Wealth, Inc.'s Holding History (CIK: 0001455495)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,015 Value ($000) $116 Avg Close — Range —
Q3 2025
Shares 2,200 Value ($000) $84 Avg Close — Range —