Significant Wealth Partners’s Ingles Markets IMKTA Stock Holding History

Significant Wealth Partners’s Portfolio IMKTA Stock Details IMKTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$352K	Buy	3,978 +60	+2%	+$5.36K	0.38%	70
2026 Q1	$352K	Buy	3,918 +63	+2%	+$5.11K	0.43%	68
2025 Q4	$264K	Sell	3,855 -4,464	-54%	-$324K	0.29%	44
2025 Q3	$579K	Buy	8,319 +929	+13%	+$61.9K	0.28%	34
2025 Q2	$468K	Buy	7,390 +204	+3%	+$12.7K	0.23%	34
2025 Q1	$468K	Buy	7,186 +1,165	+19%	+$74.4K	0.24%	36
2024 Q4	$388K	Buy	+6,021	New	+$405K	0.2%	36

Other funds holding IMKTA

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return