Advisornet Financial
IPX icon

Advisornet Financial’s IperionX IPX Stock Holding History

Advisornet Financial’s Portfolio IPX Stock Details IPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-206
Closed -$6.12K – 1392
2026
Q2 		$6.12K Hold
206
– – ﹤0.01% 1721
2026
Q1 		$5.36K Buy
+206
New +$8.74K ﹤0.01% 1718
2025
Q3 		– Sell
-143
Closed -$4.5K – 2284
2025
Q2 		$4.5K Buy
+143
New +$3.22K ﹤0.01% 1691

Other funds holding IPX

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Legacy Capital Group California
Legacy Capital Group California Los Gatos, California $335M AUM 33.2% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Golden State Equity Partners
Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.8B AUM 25.65% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Advisornet Financial's IPX Position: Q3 2026 in Review

Advisornet Financial sold out of IperionX (IPX) in Q3 2026, closing a stake of 206 shares — an estimated $6.12K sold.

Advisornet Financial first reported a position in IPX in Q2 2025 and held it in 3 quarters. The position peaked at $6.12K in Q2 2026. 16 funds tracked by Wall St. Rank hold IPX as of Q3 2026.

  • Advisornet Financial reported no remaining IperionX position as of Q3 2026 after selling out during the quarter.
  • Advisornet Financial sold 206 IperionX shares in Q3 2026, an estimated $6.12K.
  • Advisornet Financial first reported a position in IperionX in Q2 2025 and held it in 3 quarters.
  • Advisornet Financial's IperionX position peaked at $6.12K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held IperionX as of Q3 2026.

Based on Advisornet Financial's 13F filing for Q3 2026, filed 15 Oct 2026.