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Burkett Financial Services’s IDEX IEX Stock Holding History

Burkett Financial Services’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$26.7K Buy
+117
New +$26.7K 0.01% 217

Other funds holding IEX

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Burkett Financial Services's IEX Position: Q3 2026 in Review

Burkett Financial Services opened a new position in IDEX (IEX) in Q3 2026: 117 shares worth $26.7K. The stake represents 0.01% of the portfolio and ranks #217 among its holdings.

18 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • Burkett Financial Services held 117 shares of IDEX worth $26.7K as of Q3 2026.
  • IDEX was a new Burkett Financial Services position in Q3 2026.
  • IDEX made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #217 holding.
  • 18 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.