Sowell Financial Services
IMAX icon

Sowell Financial Services’s IMAX IMAX Stock Holding History

Sowell Financial Services’s Portfolio IMAX Stock Details IMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.11M Buy
+56,698
New +$2.75M 0.09% 233
2021
Q2 		– Sell
-64
Closed -$1K – 1566
2021
Q1 		$1K Hold
64
– – ﹤0.01% 2955
2020
Q4 		$1K Hold
64
– – ﹤0.01% 2583
2020
Q3 		$1K Buy
+64
New +$827 ﹤0.01% 2379
2020
Q1 		– Sell
-106
Closed -$2K – 2551
2019
Q4 		$2K Hold
106
– – ﹤0.01% 2202
2019
Q3 		$2K Buy
+106
New +$2.25K ﹤0.01% 2090

Other funds holding IMAX

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Portside Wealth Group
Portside Wealth Group Provo, Utah $901M AUM 21.06% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Sowell Financial Services's IMAX Position: Q3 2026 in Review

Sowell Financial Services opened a new position in IMAX (IMAX) in Q3 2026: 56,698 shares worth $3.11M. The stake represents 0.09% of the portfolio and ranks #233 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in IMAX as recently as Q1 2021.

Sowell Financial Services first reported a position in IMAX in Q3 2019 and has held it in 6 quarters since. 32 funds tracked by Wall St. Rank hold IMAX as of Q3 2026.

  • Sowell Financial Services held 56,698 shares of IMAX worth $3.11M as of Q3 2026.
  • IMAX was a new Sowell Financial Services position in Q3 2026.
  • IMAX made up 0.09% of Sowell Financial Services's portfolio in Q3 2026, its #233 holding.
  • Sowell Financial Services first reported a position in IMAX in Q3 2019 and has held it in 6 quarters since.
  • 32 funds tracked by Wall St. Rank held IMAX as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.