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Avion Wealth’s IperionX IPX Stock Holding History

Avion Wealth’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 		$1K Buy
+100
New +$2.24K ﹤0.01% 1247

Other funds holding IPX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Avion Wealth's IPX Position: Q3 2026 in Review

Avion Wealth opened a new position in IperionX (IPX) in Q3 2026: 100 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1247 among its holdings.

14 funds tracked by Wall St. Rank hold IPX as of Q3 2026.

  • Avion Wealth held 100 shares of IperionX worth $1K as of Q3 2026.
  • IperionX was a new Avion Wealth position in Q3 2026.
  • IperionX made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1247 holding.
  • 14 funds tracked by Wall St. Rank held IperionX as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.