Clear Street’s IP Strategy Holdings IPST Stock Holding History

Clear Street’s Portfolio IPST Stock Details IPST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-25	Closed	-$17.2K	–	623
2024 Q4	$17.2K	Buy	+25	New	+$28.2K	﹤0.01%	291

Other funds holding IPST

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WPA

Wealth Preservation Advisors Chattanooga, Tennessee $175M AUM 26.61% 1-Year Est. Return

MWM

Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return

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

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

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

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Clear Street's IPST Position: Q1 2025 in Review

Clear Street sold out of IP Strategy Holdings (IPST) in Q1 2025, closing a stake of 25 shares — an estimated $17.2K sold.

Clear Street first reported a position in IPST in Q4 2024 and held it in 1 quarter. The position peaked at $17.2K in Q4 2024. 10 funds tracked by Wall St. Rank hold IPST as of Q1 2025.

Clear Street reported no remaining IP Strategy Holdings position as of Q1 2025 after selling out during the quarter.
Clear Street sold 25 IP Strategy Holdings shares in Q1 2025, an estimated $17.2K.
Clear Street first reported a position in IP Strategy Holdings in Q4 2024 and held it in 1 quarter.
Clear Street's IP Strategy Holdings position peaked at $17.2K in Q4 2024.
10 funds tracked by Wall St. Rank held IP Strategy Holdings as of Q1 2025.

Based on Clear Street's 13F filing for Q1 2025, filed 15 May 2025.