Carson Wealth (CWM LLC)
IPX

Carson Wealth (CWM LLC)’s IperionX IPX Stock Holding History

Carson Wealth (CWM LLC)’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
2025
Q4 		– Sell
-11
Closed -$1K – 5497
2025
Q3 		$1K Hold
11
– – ﹤0.01% 5140
2025
Q2 		$0 Buy
+11
New +$248 ﹤0.01% 5203

Other funds holding IPX

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Stifel Financial
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WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IPX Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of IperionX (IPX) in Q4 2025, closing a stake of 11 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in IPX in Q2 2025 and held it in 2 quarters. The position peaked at $1K in Q3 2025. 48 funds tracked by Wall St. Rank hold IPX as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining IperionX position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 11 IperionX shares in Q4 2025, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in IperionX in Q2 2025 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s IperionX position peaked at $1K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held IperionX as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.