Elevation Wealth Partners’s ImmunityBio IBRX Stock Holding History

Elevation Wealth Partners’s Portfolio IBRX Stock Details IBRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.1K	Hold	1,500	–	–	﹤0.01%	725
2026 Q1	$11.5K	Hold	1,500	–	–	﹤0.01%	486
2025 Q4	$2.97K	Hold	1,500	–	–	﹤0.01%	732
2025 Q3	$3.69K	Hold	1,500	–	–	﹤0.01%	530
2025 Q2	$3.96K	Hold	1,500	–	–	﹤0.01%	415
2025 Q1	$4.51K	Hold	1,500	–	–	﹤0.01%	410
2024 Q4	$3.84K	Hold	1,500	–	–	﹤0.01%	424
2024 Q3	$5.58K	Buy	+1,500	New	+$6.94K	﹤0.01%	386

Other funds holding IBRX

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return