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Essential Partners’s IBEX IBEX Stock Holding History

Essential Partners’s Portfolio IBEX Stock Details IBEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.86K Buy
228
+1
+0.4% +$37 ﹤0.01% 1206
2026
Q2 		$6.89K Sell
227
-316
-58% -$9.41K ﹤0.01% 1385
2026
Q1 		$14.6K Buy
543
+98
+22% +$3.17K ﹤0.01% 1062
2025
Q4 		$17K Sell
445
-119
-21% -$4.4K 0.01% 972
2025
Q3 		$22.9K Buy
564
+134
+31% +$4.26K 0.01% 849
2025
Q2 		$12.5K Buy
+430
New +$11.5K 0.01% 786

Other funds holding IBEX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's IBEX Position: Q3 2026 in Review

Essential Partners increased its IBEX (IBEX) stake by 0.44% in Q3 2026, buying an estimated $37 and bringing the position to 228 shares worth $9.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

Essential Partners first reported a position in IBEX in Q2 2025 and has held it in 6 quarters since. The position peaked at $22.9K in Q3 2025. 8 funds tracked by Wall St. Rank hold IBEX as of Q3 2026.

  • Essential Partners held 228 shares of IBEX worth $9.86K as of Q3 2026.
  • Essential Partners bought 1 IBEX share in Q3 2026, an estimated $37.
  • IBEX made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1206 holding.
  • Essential Partners first reported a position in IBEX in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's IBEX position peaked at $22.9K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held IBEX as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.