Ibex Wealth Advisors Closed Holding Positions

Ibex Wealth Advisors

  • $902 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
STOR
Store Capital Corp

Real Estate
Q4 2021 Filed on Feb 22, 2022
2,080
$32.16 - $35.11 $66.9K - $73K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
Q4 2021 Filed on Feb 22, 2022
300
$193.71 - $248.86 $58.1K - $74.7K
MASI
Masimo Corp

Healthcare
Q4 2021 Filed on Feb 22, 2022
199
$266.41 - $303.29 $53K - $60.4K
GIM
Templeton Global Income Fund

Financial Services
Q4 2021 Filed on Feb 22, 2022
34
$5.03 - $5.49 $171 - $187
SILJ
ETF Managers Tr Etfmg Prime Jr

ETFs
Q4 2021 Filed on Feb 22, 2022
4,350
$11.54 - $14.51 $50.2K - $63.1K
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q4 2021 Filed on Feb 22, 2022
610
$30.42 - $30.64 $18.6K - $18.7K
Invesco Bulletshares
Q4 2021 Filed on Feb 22, 2022
1,229
N/A
SLB
Schlumberger Limited

Energy
Q4 2021 Filed on Feb 22, 2022
181
$28.38 - $34.74 $5.14K - $6.29K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
Q4 2021 Filed on Feb 22, 2022
482
$30.27 - $33.17 $14.6K - $16K
KEY
Keycorp

Financial Services
Q4 2021 Filed on Feb 22, 2022
2,700
$22.06 - $24.2 $59.6K - $65.3K
IYE
Ishares Tr

ETFs
Q4 2021 Filed on Feb 22, 2022
3,514
$28.79 - $32.36 $101K - $114K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
Q4 2021 Filed on Feb 22, 2022
1,095
$50.02 - $53.73 $54.8K - $58.8K
AVDL
Avadel Pharmaceuticals PLC

Healthcare
Q4 2021 Filed on Feb 22, 2022
1,500
$7.34 - $11.18 $11K - $16.8K
EPD
Enterprise Products Partners L.P.

Energy
Q4 2021 Filed on Feb 22, 2022
100
$20.73 - $24.69 $2.07K - $2.47K
ET
Energy Transfer LP

Energy
Q4 2021 Filed on Feb 22, 2022
192
$8.15 - $10.19 $1.56K - $1.96K
CHTR
Charter Communications, Inc.

Communication Services
Q4 2021 Filed on Feb 22, 2022
2,663
$605.55 - $747.79 $1.61M - $1.99M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
Q4 2021 Filed on Feb 22, 2022
1,592
$25.23 - $26.08 $40.2K - $41.5K
BNDX
Vanguard Total International B

ETFs
Q4 2021 Filed on Feb 22, 2022
0
$55.11 - $57.44 $0 - $0
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q4 2021 Filed on Feb 22, 2022
0
$61.51 - $66.09 $0 - $0
MFC
Manulife Financial Corp

Financial Services
Q4 2021 Filed on Feb 22, 2022
0
$17.93 - $20.54 $0 - $0
GGG
Graco Inc

Industrials
Q4 2021 Filed on Feb 22, 2022
0
$68.83 - $80.62 $0 - $0
LNC
Lincoln National Corp

Financial Services
Q4 2021 Filed on Feb 22, 2022
3,505
$62.86 - $76.13 $220K - $267K
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
SQ
Block, Inc.

Technology
Q4 2021 Filed on Feb 22, 2022
105
$158.3 - $265.08 $16.6K - $27.8K
SCHO
Schwab Short Term Us Treasury

ETFs
Q4 2021 Filed on Feb 22, 2022
114
$50.83 - $51.21 $5.79K - $5.84K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
100
$111.96 - $177.7 $11.2K - $17.8K
TLRY
Tilray Brands, Inc.

Healthcare
Q4 2021 Filed on Feb 22, 2022
487
$7.03 - $13.03 $3.42K - $6.35K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
Q4 2021 Filed on Feb 22, 2022
7,959
$15.13 - $18.22 $120K - $145K
DSL
Double Line Income Solutions Fund

Financial Services
Q4 2021 Filed on Feb 22, 2022
5,547
$15.83 - $18.15 $87.8K - $101K
WDC
Western Digital Corp

Technology
Q4 2021 Filed on Feb 22, 2022
600
$52.29 - $66.13 $31.4K - $39.7K
USB
Us Bancorp \De\

Financial Services
Q4 2021 Filed on Feb 22, 2022
124
$54.85 - $62.74 $6.8K - $7.78K
BYRN
Byrna Technologies Inc.

Industrials
Q4 2021 Filed on Feb 22, 2022
5,009
$13.07 - $22.21 $65.5K - $111K
EEM
Ishares Msci Emerging Markets

ETFs
Q4 2021 Filed on Feb 22, 2022
0
$47.44 - $52.5 $0 - $0
IDXX
Idexx Laboratories Inc

Healthcare
Q4 2021 Filed on Feb 22, 2022
361
$586.54 - $666.48 $212K - $241K
CGC
Canopy Growth Corp

Healthcare
Q4 2021 Filed on Feb 22, 2022
127
$8.73 - $15.27 $1.11K - $1.94K
IHF
Ishares Tr

ETFs
Q4 2021 Filed on Feb 22, 2022
140
$251.93 - $291.68 $35.3K - $40.8K
GGT
Gabelli Multimedia Trust Inc.

Financial Services
Q4 2021 Filed on Feb 22, 2022
0
$8.39 - $9.52 $0 - $0
Brookfield Asset
Q4 2021 Filed on Feb 22, 2022
1
N/A
SKLZ
Skillz Inc.

Communication Services
Q4 2021 Filed on Feb 22, 2022
11
$7.19 - $12.5 $79.1 - $138
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
Q4 2021 Filed on Feb 22, 2022
60
$60.05 - $64.51 $3.6K - $3.87K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q4 2021 Filed on Feb 22, 2022
70
$59.38 - $63.62 $4.16K - $4.45K
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q4 2021 Filed on Feb 22, 2022
94
$80.05 - $92.13 $7.52K - $8.66K
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q4 2021 Filed on Feb 22, 2022
150
$30.56 - $30.65 $4.58K - $4.6K
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
XLB
Select Sector Spdr Fd Material

ETFs
Q4 2021 Filed on Feb 22, 2022
62
$80.02 - $90.61 $4.96K - $5.62K
FDN
First Tr Fd Dow Jones

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