CIA
IPX

Cape Investment Advisory’s IperionX IPX Stock Holding History

Cape Investment Advisory’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
Q2 		$23.7K Buy
+797
New +$27.2K 0.01% 669
2026
Q1 		– Sell
-1,038
Closed -$37.6K – 688
2025
Q4 		$37.6K Buy
+1,038
New +$42.5K 0.01% 483
2025
Q3 		– Sell
-1,088
Closed -$34.3K – 1007
2025
Q2 		$34.3K Buy
+1,088
New +$24.5K 0.01% 421

Other funds holding IPX

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Cape Investment Advisory's IPX Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in IperionX (IPX) in Q2 2026: 797 shares worth $23.7K. The stake represents 0.01% of the portfolio and ranks #669 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in IPX as recently as Q4 2025.

Cape Investment Advisory first reported a position in IPX in Q2 2025 and has held it in 3 quarters since. The position peaked at $37.6K in Q4 2025. 33 funds tracked by Wall St. Rank hold IPX as of Q2 2026.

  • Cape Investment Advisory held 797 shares of IperionX worth $23.7K as of Q2 2026.
  • IperionX was a new Cape Investment Advisory position in Q2 2026.
  • IperionX made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #669 holding.
  • Cape Investment Advisory first reported a position in IperionX in Q2 2025 and has held it in 3 quarters since.
  • Cape Investment Advisory's IperionX position peaked at $37.6K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held IperionX as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.