Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s ImmunityBio IBRX Stock Holding History

Wealth Enhancement Advisory Services’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	$216K	Sell	26,334 -1,294	-5%	-$9.79K	﹤0.01%	3513
2026 Q1	$202K	Buy	27,628 +16,510	+148%	+$113K	﹤0.01%	3127
2025 Q4	$23.8K	Sell	11,118 -1,672	-13%	-$3.79K	﹤0.01%	3575
2025 Q3	$32K	Sell	12,790 -3,143	-20%	-$8.09K	﹤0.01%	3470
2025 Q2	$43.3K	Buy	+15,933	New	+$42.8K	﹤0.01%	3243

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