Allied Private Wealth’s Intelligent Protection Management Corp IPM Stock Holding History

Allied Private Wealth’s Portfolio IPM Stock Details IPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.72K	Buy	+2,200	New	+$3.99K	﹤0.01%	647

Other funds holding IPM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Allied Private Wealth's IPM Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Intelligent Protection Management Corp (IPM) in Q2 2026: 2,200 shares worth $3.72K. The stake represents ﹤0.01% of the portfolio and ranks #647 among its holdings.

14 funds tracked by Wall St. Rank hold IPM as of Q2 2026.

Allied Private Wealth held 2,200 shares of Intelligent Protection Management Corp worth $3.72K as of Q2 2026.
Intelligent Protection Management Corp was a new Allied Private Wealth position in Q2 2026.
Intelligent Protection Management Corp made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #647 holding.
14 funds tracked by Wall St. Rank held Intelligent Protection Management Corp as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.