Ibex Wealth Advisors Closed Holding Positions

Ibex Wealth Advisors

  • $728 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
AVDL
Avadel Pharmaceuticals PLC

Healthcare
Q4 2021 Filed on Feb 22, 2022
1,500
$7.34 - $11.18 $11K - $16.8K
WDC
Western Digital Corp

Technology
Q4 2021 Filed on Feb 22, 2022
600
$52.29 - $66.13 $31.4K - $39.7K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
Q4 2021 Filed on Feb 22, 2022
482
$30.27 - $33.17 $14.6K - $16K
IHF
Ishares Tr

ETFs
Q4 2021 Filed on Feb 22, 2022
140
$251.93 - $291.68 $35.3K - $40.8K
PKW
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 22, 2022
187
$90.64 - $98.11 $16.9K - $18.3K
CGC
Canopy Growth Corp

Healthcare
Q4 2021 Filed on Feb 22, 2022
127
$8.73 - $15.27 $1.11K - $1.94K
EEM
Ishares Msci Emerging Markets

ETFs
Q4 2021 Filed on Feb 22, 2022
0
$47.44 - $52.5 $0 - $0
PBE
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 22, 2022
903
$66.16 - $77.31 $59.7K - $69.8K
PBJ
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 22, 2022
1,235
$41.39 - $45.08 $51.1K - $55.7K
PXQ
Invesco Exchange Traded Fd Tr
Q4 2021 Filed on Feb 22, 2022
1,188
N/A
SDOG
Alps Sector Dividend Dogs ETF

ETFs
Q4 2021 Filed on Feb 22, 2022
1,095
$50.02 - $53.73 $54.8K - $58.8K
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q4 2021 Filed on Feb 22, 2022
94
$80.05 - $92.13 $7.52K - $8.66K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
100
$111.96 - $177.7 $11.2K - $17.8K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 22, 2022
367
$44.18 - $53.27 $16.2K - $19.6K
SCHO
Schwab Short Term Us Treasury

ETFs
Q4 2021 Filed on Feb 22, 2022
114
$50.83 - $51.21 $5.79K - $5.84K
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
Blackrock Muniyield
Q4 2021 Filed on Feb 22, 2022
2,049
N/A
CHTR
Charter Communications, Inc.

Communication Services
Q4 2021 Filed on Feb 22, 2022
2,663
$605.55 - $747.79 $1.61M - $1.99M
DSL
Double Line Income Solutions Fund

Financial Services
Q4 2021 Filed on Feb 22, 2022
5,547
$15.83 - $18.15 $87.8K - $101K
General Electric
Q3 2021 Filed on Nov 12, 2021
13,616
N/A
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q3 2021 Filed on Nov 12, 2021
13,874
$48.84 - $55.03 $678K - $763K
XYL
Xylem Inc.

Industrials
Q3 2021 Filed on Nov 12, 2021
2,000
$117.23 - $138.03 $234K - $276K
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
GIII
G Iii Apparel Group LTD

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
10,747
$27.86 - $32.7 $299K - $351K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q3 2021 Filed on Nov 12, 2021
8,866
$77.73 - $85.84 $689K - $761K
Resonant Inc
Q3 2021 Filed on Nov 12, 2021
14,300
N/A
AOS
Smith A O Corp

Industrials
Q3 2021 Filed on Nov 12, 2021
2,787
$61.07 - $73.71 $170K - $205K
PARR
Par Pacific Holdings, Inc.

Energy
Q3 2021 Filed on Nov 12, 2021
12,633
$13.61 - $17.19 $172K - $217K
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
1,868
$137.79 - $171.99 $257K - $321K
GPS
Gap Inc

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
7,110
$22.7 - $33.52 $161K - $238K
PKI
Perkinelmer Inc

Healthcare
Q2 2021 Filed on Aug 20, 2021
14,451
$127.81 - $155.84 $1.85M - $2.25M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q2 2021 Filed on Aug 20, 2021
114,653
$34.24 - $37.05 $3.93M - $4.25M
Ozon Holdings
Q2 2021 Filed on Aug 20, 2021
11,190
N/A
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
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
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
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
IPO
Renaissance Cap Greenwich Fds

ETFs
Q2 2021 Filed on Aug 20, 2021
37,569
$54.03 - $67.0 $2.03M - $2.52M
BKR
Baker Hughes CO

Energy
Q2 2021 Filed on Aug 20, 2021
14,195
$19.51 - $26.31 $277K - $373K
AIV
Apartment Investment & Management CO

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

Technology
Q3 2020 Filed on Oct 23, 2020
24,289
$70.25 - $95.56 $1.71M - $2.32M
PFG
Principal Financial Group Inc

Financial Services
Q3 2020 Filed on Oct 23, 2020
10,154
$37.79 - $46.18 $384K - $469K
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q3 2020 Filed on Oct 23, 2020
103,479
N/A
Track This Portfolio

Track Ibex Wealth Advisors Portfolio

Follow Ibex Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ibex Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Ibex Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email