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Altium Capital Management’s Expion360 XPON Stock Holding History

Altium Capital Management’s Portfolio XPON Stock Details XPON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,715
Closed -$106K – 96
2024
Q3 		$106K Buy
+1,715
New +$716K 0.03% 60

Other funds holding XPON

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CWM
Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Altium Capital Management's XPON Position: Q4 2024 in Review

Altium Capital Management sold out of Expion360 (XPON) in Q4 2024, closing a stake of 1,715 shares — an estimated $106K sold.

Altium Capital Management first reported a position in XPON in Q3 2024 and held it in 1 quarter. The position peaked at $106K in Q3 2024. 5 funds tracked by Wall St. Rank hold XPON as of Q4 2024.

  • Altium Capital Management reported no remaining Expion360 position as of Q4 2024 after selling out during the quarter.
  • Altium Capital Management sold 1,715 Expion360 shares in Q4 2024, an estimated $106K.
  • Altium Capital Management first reported a position in Expion360 in Q3 2024 and held it in 1 quarter.
  • Altium Capital Management's Expion360 position peaked at $106K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held Expion360 as of Q4 2024.

Based on Altium Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.