Ibex Wealth Advisors Closed Holding Positions

Ibex Wealth Advisors

  • $902 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BAX
Baxter International Inc

Healthcare
Q4 2018 Filed on Feb 01, 2019
12,364
$61.45 - $77.8 $760K - $962K
LPX
Louisiana Pacific Corp

Industrials
Q4 2018 Filed on Feb 01, 2019
11,171
$20.52 - $26.58 $229K - $297K
Senior Housing
Q4 2018 Filed on Feb 01, 2019
40,451
N/A
Suntrust Banks
Q4 2018 Filed on Feb 01, 2019
45,296
N/A
Powershares Db
Q3 2018 Filed on Oct 09, 2018
25,878
N/A
Powershares Preferred
Q3 2018 Filed on Oct 09, 2018
165,162
N/A
EBAY
Ebay Inc

Consumer Cyclical
Q3 2018 Filed on Oct 09, 2018
11,835
$32.76 - $37.95 $388K - $449K
EEMV
Ishares Msci Emerging Markets

ETFs
Q3 2018 Filed on Oct 09, 2018
45,456
$57.14 - $59.9 $2.6M - $2.72M
Wyndham Worldwide
Q3 2018 Filed on Oct 09, 2018
16,151
N/A
HP
Helmerich & Payne, Inc.

Energy
Q3 2018 Filed on Oct 09, 2018
45,085
$58.82 - $69.08 $2.65M - $3.11M
Williams Partners
Q3 2018 Filed on Oct 09, 2018
56,622
N/A
LUV
Southwest Airlines CO

Industrials
Q3 2018 Filed on Oct 09, 2018
40,294
$51.52 - $63.77 $2.08M - $2.57M
HAL
Halliburton CO

Energy
Q3 2018 Filed on Oct 09, 2018
27,137
$36.69 - $46.26 $996K - $1.26M
Rydex Guggenheim
Q3 2018 Filed on Oct 09, 2018
22,644
N/A
Energy Transfer
Q2 2018 Filed on Sep 24, 2018
48,517
N/A
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q1 2018 Filed on Jun 13, 2018
12,593
$54.06 - $71.36 $681K - $899K
C
Citigroup Inc

Financial Services
Q1 2018 Filed on Jun 13, 2018
9,014
$67.5 - $80.08 $608K - $722K
Broadcom LTD
Q1 2018 Filed on Jun 13, 2018
7,895
N/A
Athene Holding
Q1 2018 Filed on Jun 13, 2018
8,129
N/A
Dextera Surgical
Q4 2017 Filed on Feb 13, 2018
3,000
N/A
Dr Pepper
Q4 2017 Filed on Feb 13, 2018
37,918
N/A
Cone Midstream
Q4 2017 Filed on Feb 13, 2018
3,579
N/A
Allergan PLC
Q4 2017 Filed on Feb 13, 2018
5,202
N/A
DTF
Dtf Tax Free Income 2028 Term Fund Inc

Financial Services
Q4 2017 Filed on Feb 13, 2018
6,208
$13.93 - $14.34 $86.5K - $89K
Enbridge Energy
Q4 2017 Filed on Feb 13, 2018
3,704
N/A
Prudential Global
Q4 2017 Filed on Feb 13, 2018
5,747
N/A
NGG
National Grid PLC

Utilities
Q4 2017 Filed on Feb 13, 2018
3,297
$57.87 - $63.32 $191K - $209K
Powershares Dynamic
Q4 2017 Filed on Feb 13, 2018
10,380
N/A
Powershares ETF
Q4 2017 Filed on Feb 13, 2018
3,832
N/A
Powershares Qqq
Q4 2017 Filed on Feb 13, 2018
7,716
N/A
Powershares S&P
Q4 2017 Filed on Feb 13, 2018
6,526
N/A
Powershares Dividend
Q4 2017 Filed on Feb 13, 2018
9,459
N/A
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