Ibex Wealth Advisors Closed Holding Positions

Ibex Wealth Advisors

  • $728 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BYRN
Byrna Technologies Inc.

Industrials
Q4 2021 Filed on Feb 22, 2022
5,009
$13.07 - $22.21 $65.5K - $111K
VO
Vanguard Mid Cap ETF

ETFs
Q4 2021 Filed on Feb 22, 2022
404
$236.98 - $261.2 $95.7K - $106K
GPRE
Green Plains Inc.

Basic Materials
Q4 2021 Filed on Feb 22, 2022
2,666
$33.86 - $43.86 $90.3K - $117K
RH
Rh

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
126
$527.42 - $689.63 $66.5K - $86.9K
Apollo Global
Q4 2021 Filed on Feb 22, 2022
1,324
N/A
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
Q4 2021 Filed on Feb 22, 2022
300
$124.9 - $158.28 $37.5K - $47.5K
VV
Vanguard Large Cap ETF

ETFs
Q4 2021 Filed on Feb 22, 2022
248
$200.26 - $221.75 $49.7K - $55K
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q4 2021 Filed on Feb 22, 2022
1,196
$39.06 - $43.63 $46.7K - $52.2K
MARA
Marathon Digital Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 22, 2022
1,384
$32.47 - $76.09 $44.9K - $105K
MDT
Medtronic PLC

Healthcare
Q4 2021 Filed on Feb 22, 2022
204
$99.53 - $127.75 $20.3K - $26.1K
GUSH
Direxion Shs ETF Tr Daily S&P

ETFs
Q4 2021 Filed on Feb 22, 2022
265
$19.81 - $30.29 $5.25K - $8.03K
QDEF
Flexshares Quality Div Defensi

ETFs
Q4 2021 Filed on Feb 22, 2022
426
$53.1 - $59.41 $22.6K - $25.3K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
Q4 2021 Filed on Feb 22, 2022
393
$50.43 - $56.16 $19.8K - $22.1K
BOX
Box Inc

Technology
Q4 2021 Filed on Feb 22, 2022
720
$23.41 - $27.71 $16.9K - $20K
SPOT
Spotify Technology S.A.

Communication Services
Q4 2021 Filed on Feb 22, 2022
69
$221.91 - $300.95 $15.3K - $20.8K
DFEN
Direxion Shs ETF Tr Daily Aero

ETFs
Q4 2021 Filed on Feb 22, 2022
750
$15.42 - $23.24 $11.6K - $17.4K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q4 2021 Filed on Feb 22, 2022
407
$62.83 - $68.98 $25.6K - $28.1K
RETL
Direxion Daily Retail Bull 3 X

ETFs
Q4 2021 Filed on Feb 22, 2022
144
$30.74 - $56.2 $4.43K - $8.09K
CRCT
Cricut, Inc.

Technology
Q4 2021 Filed on Feb 22, 2022
1,500
$21.55 - $30.0 $32.3K - $45K
X
United States Steel Corp

Basic Materials
Q4 2021 Filed on Feb 22, 2022
1,800
$20.5 - $26.88 $36.9K - $48.4K
PAVE
Global X Fds Us Infrastructure

ETFs
Q4 2021 Filed on Feb 22, 2022
1,524
$25.7 - $29.01 $39.2K - $44.2K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
Q4 2021 Filed on Feb 22, 2022
1,996
$15.11 - $15.87 $30.2K - $31.7K
Invesco Bulletshares
Q4 2021 Filed on Feb 22, 2022
1,229
N/A
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q4 2021 Filed on Feb 22, 2022
350
$84.47 - $85.89 $29.6K - $30.1K
GII
Spdr S&P Global Infrasture ETF

ETFs
Q4 2021 Filed on Feb 22, 2022
550
$51.73 - $55.68 $28.5K - $30.6K
ABNB
Airbnb, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
165
$156.38 - $207.21 $25.8K - $34.2K
MD
Mednax, Inc.

Healthcare
Q4 2021 Filed on Feb 22, 2022
481
$24.43 - $28.72 $11.8K - $13.8K
FDN
First Tr Fd Dow Jones

ETFs
Q4 2021 Filed on Feb 22, 2022
666
$219.19 - $250.48 $146K - $167K
LNC
Lincoln National Corp

Financial Services
Q4 2021 Filed on Feb 22, 2022
3,505
$62.86 - $76.13 $220K - $267K
Golden Star
Q4 2021 Filed on Feb 22, 2022
294
N/A
HL
Hecla Mining CO

Basic Materials
Q4 2021 Filed on Feb 22, 2022
5,249
$4.75 - $6.44 $24.9K - $33.8K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
Q4 2021 Filed on Feb 22, 2022
6,390
$13.24 - $15.19 $84.6K - $97.1K
DTE
Dte Energy CO

Utilities
Q4 2021 Filed on Feb 22, 2022
568
$108.34 - $120.33 $61.5K - $68.3K
SQ
Block, Inc.

Technology
Q4 2021 Filed on Feb 22, 2022
105
$158.3 - $265.08 $16.6K - $27.8K
USB
Us Bancorp \De\

Financial Services
Q4 2021 Filed on Feb 22, 2022
124
$54.85 - $62.74 $6.8K - $7.78K
KEY
Keycorp

Financial Services
Q4 2021 Filed on Feb 22, 2022
2,700
$22.06 - $24.2 $59.6K - $65.3K
HSY
Hershey CO

Consumer Defensive
Q4 2021 Filed on Feb 22, 2022
24
$170.78 - $193.47 $4.1K - $4.64K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
Q4 2021 Filed on Feb 22, 2022
2,340
$24.18 - $25.48 $56.6K - $59.6K
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
Q4 2021 Filed on Feb 22, 2022
2,305
$16.49 - $17.25 $38K - $39.8K
IYE
Ishares Tr

ETFs
Q4 2021 Filed on Feb 22, 2022
3,514
$28.79 - $32.36 $101K - $114K
FAD
First Tr Multi Cap Growth Alph

ETFs
Q4 2021 Filed on Feb 22, 2022
40
$116.7 - $131.39 $4.67K - $5.26K
QTEC
First Trust Nasdaq 100 Technol

ETFs
Q4 2021 Filed on Feb 22, 2022
73
$154.08 - $180.39 $11.2K - $13.2K
FXL
First Tr Exchange Traded Fd Fi

ETFs
Q4 2021 Filed on Feb 22, 2022
97
$121.72 - $138.38 $11.8K - $13.4K
ET
Energy Transfer LP

Energy
Q4 2021 Filed on Feb 22, 2022
192
$8.15 - $10.19 $1.56K - $1.96K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q4 2021 Filed on Feb 22, 2022
47
$192.55 - $216.56 $9.05K - $10.2K
EPD
Enterprise Products Partners L.P.

Energy
Q4 2021 Filed on Feb 22, 2022
100
$20.73 - $24.69 $2.07K - $2.47K
IDXX
Idexx Laboratories Inc

Healthcare
Q4 2021 Filed on Feb 22, 2022
361
$586.54 - $666.48 $212K - $241K
TNA
Direxion Daily Small Cap Bull

ETFs
Q4 2021 Filed on Feb 22, 2022
470
$73.65 - $111.84 $34.6K - $52.6K
SOXL
Direxion Daily Semiconductor B

ETFs
Q4 2021 Filed on Feb 22, 2022
2,750
$37.02 - $72.99 $102K - $201K
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