Ibex Wealth Advisors Closed Holding Positions

Ibex Wealth Advisors

  • $902 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BNS
Bank Of Nova Scotia

Financial Services
Q4 2021 Filed on Feb 22, 2022
84
$61.54 - $71.73 $5.17K - $6.03K
CTSH
Cognizant Technology Solutions Corp

Technology
Q4 2021 Filed on Feb 22, 2022
70
$74.34 - $89.59 $5.2K - $6.27K
ALV
Autoliv Inc

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
61
$86.09 - $108.16 $5.25K - $6.6K
HIBB
Hibbett Inc

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
75
$65.34 - $99.69 $4.9K - $7.48K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q4 2021 Filed on Feb 22, 2022
47
$192.55 - $216.56 $9.05K - $10.2K
Golden Star
Q4 2021 Filed on Feb 22, 2022
294
N/A
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 22, 2022
54
$54.71 - $60.84 $2.95K - $3.29K
MKL
Markel Corp

Financial Services
Q4 2021 Filed on Feb 22, 2022
2
$1188.0 - $1330.53 $2.38K - $2.66K
HL
Hecla Mining CO

Basic Materials
Q4 2021 Filed on Feb 22, 2022
5,249
$4.75 - $6.44 $24.9K - $33.8K
DTE
Dte Energy CO

Utilities
Q4 2021 Filed on Feb 22, 2022
568
$108.34 - $120.33 $61.5K - $68.3K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
Q4 2021 Filed on Feb 22, 2022
30
$72.79 - $74.53 $2.18K - $2.24K
ALC
Alcon Inc

Healthcare
Q4 2021 Filed on Feb 22, 2022
6
$77.91 - $88.5 $467 - $531
ACB
Aurora Cannabis Inc

Healthcare
Q4 2021 Filed on Feb 22, 2022
19
$5.41 - $8.5 $103 - $162
SGU
Star Group, L.P.

Energy
Q4 2021 Filed on Feb 22, 2022
12
$9.85 - $11.35 $118 - $136
VTRS
Viatris Inc

Healthcare
Q4 2021 Filed on Feb 22, 2022
9
$12.09 - $14.68 $109 - $132
TNA
Direxion Daily Small Cap Bull

ETFs
Q4 2021 Filed on Feb 22, 2022
470
$73.65 - $111.84 $34.6K - $52.6K
NVS
Novartis Ag

Healthcare
Q4 2021 Filed on Feb 22, 2022
31
$79.7 - $88.13 $2.47K - $2.73K
BURL
Burlington Stores, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
9
$263.0 - $299.25 $2.37K - $2.69K
XYL
Xylem Inc.

Industrials
Q3 2021 Filed on Nov 12, 2021
2,000
$117.23 - $138.03 $234K - $276K
GPS
Gap Inc

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
7,110
$22.7 - $33.52 $161K - $238K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q3 2021 Filed on Nov 12, 2021
8,866
$77.73 - $85.84 $689K - $761K
PARR
Par Pacific Holdings, Inc.

Energy
Q3 2021 Filed on Nov 12, 2021
12,633
$13.61 - $17.19 $172K - $217K
AOS
Smith A O Corp

Industrials
Q3 2021 Filed on Nov 12, 2021
2,787
$61.07 - $73.71 $170K - $205K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q3 2021 Filed on Nov 12, 2021
13,874
$48.84 - $55.03 $678K - $763K
Resonant Inc
Q3 2021 Filed on Nov 12, 2021
14,300
N/A
General Electric
Q3 2021 Filed on Nov 12, 2021
13,616
N/A
GIII
G Iii Apparel Group LTD

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
10,747
$27.86 - $32.7 $299K - $351K
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
1,868
$137.79 - $171.99 $257K - $321K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q3 2021 Filed on Nov 12, 2021
30,424
$77.71 - $83.6 $2.36M - $2.54M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q2 2021 Filed on Aug 20, 2021
114,653
$34.24 - $37.05 $3.93M - $4.25M
RCII
Rent A Center Inc De

Industrials
Q2 2021 Filed on Aug 20, 2021
108,957
$52.04 - $65.5 $5.67M - $7.14M
NIO
Nio Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 20, 2021
61,883
$31.22 - $53.2 $1.93M - $3.29M
BKR
Baker Hughes CO

Energy
Q2 2021 Filed on Aug 20, 2021
14,195
$19.51 - $26.31 $277K - $373K
IPO
Renaissance Cap Greenwich Fds

ETFs
Q2 2021 Filed on Aug 20, 2021
37,569
$54.03 - $67.0 $2.03M - $2.52M
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
Q2 2021 Filed on Aug 20, 2021
16,365
$63.7 - $73.24 $1.04M - $1.2M
Ozon Holdings
Q2 2021 Filed on Aug 20, 2021
11,190
N/A
PKI
Perkinelmer Inc

Healthcare
Q2 2021 Filed on Aug 20, 2021
14,451
$127.81 - $155.84 $1.85M - $2.25M
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
Q2 2021 Filed on Aug 20, 2021
10,152
$22.0 - $22.94 $223K - $233K
FINX
Global X Fds Fintech ETF (De)

ETFs
Q2 2021 Filed on Aug 20, 2021
29,414
$41.18 - $48.86 $1.21M - $1.44M
AIV
Apartment Investment & Management CO

Real Estate
Q1 2021 Filed on May 05, 2021
54,521
$4.59 - $6.23 $250K - $340K
Renewable Energy
Q4 2020 Filed on Jan 22, 2021
12,935
N/A
Ishares Ibonds
Q4 2020 Filed on Jan 22, 2021
54,491
N/A
Apartment Investment
Q4 2020 Filed on Jan 22, 2021
51,580
N/A
LITE
Lumentum Holdings Inc.

Technology
Q3 2020 Filed on Oct 23, 2020
24,289
$70.25 - $95.56 $1.71M - $2.32M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
Q3 2020 Filed on Oct 23, 2020
99,983
$5.95 - $6.67 $595K - $667K
PSX
Phillips 66

Energy
Q3 2020 Filed on Oct 23, 2020
44,068
$51.84 - $69.11 $2.28M - $3.05M
Allianzgi Dividend
Q3 2020 Filed on Oct 23, 2020
121,810
N/A
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
Q3 2020 Filed on Oct 23, 2020
290,408
$7.27 - $7.96 $2.11M - $2.31M
PFG
Principal Financial Group Inc

Financial Services
Q3 2020 Filed on Oct 23, 2020
10,154
$37.79 - $46.18 $384K - $469K
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