FEG
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Financial Enhancement Group’s ImmunityBio IBRX Stock Holding History

Financial Enhancement Group’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
Q3 		$97.5K Hold
10,000
– – 0.01% 139
2026
Q2 		$87.5K Hold
10,000
– – 0.01% 137
2026
Q1 		$77K Hold
10,000
– – 0.01% 135
2025
Q4 		$69.2K Hold
10,000
– – 0.01% 135
2025
Q3 		$25.3K Hold
10,000
– – ﹤0.01% 132
2025
Q2 		$28.1K Buy
+10,000
New +$26.9K ﹤0.01% 128

Other funds holding IBRX

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $532M AUM 15.78% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Financial Enhancement Group's IBRX Position: Q3 2026 in Review

Financial Enhancement Group held its ImmunityBio (IBRX) position steady in Q3 2026 at 10,000 shares worth $97.5K. The position accounts for 0.01% of the portfolio, ranked #139.

Financial Enhancement Group first reported a position in IBRX in Q2 2025 and has held it in 6 quarters since. 33 funds tracked by Wall St. Rank hold IBRX as of Q3 2026.

  • Financial Enhancement Group held 10,000 shares of ImmunityBio worth $97.5K as of Q3 2026.
  • Financial Enhancement Group left its ImmunityBio share count unchanged in Q3 2026.
  • ImmunityBio made up 0.01% of Financial Enhancement Group's portfolio in Q3 2026, its #139 holding.
  • Financial Enhancement Group first reported a position in ImmunityBio in Q2 2025 and has held it in 6 quarters since.
  • 33 funds tracked by Wall St. Rank held ImmunityBio as of Q3 2026.

Based on Financial Enhancement Group's 13F filing for Q3 2026, filed 8 Oct 2026.