Dakota Wealth Management’s Inflection Point Acquisition Corp V IPEX Stock Holding History

Dakota Wealth Management’s Portfolio IPEX Stock Details IPEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$230K	Hold	21,900	–	–	﹤0.01%	725
2026 Q1	$228K	Hold	21,900	–	–	﹤0.01%	718
2025 Q4	$225K	Hold	21,900	–	–	﹤0.01%	715
2025 Q3	$224K	Hold	21,900	–	–	﹤0.01%	606
2025 Q2	$221K	Buy	+21,900	New	+$219K	﹤0.01%	706

Other funds holding IPEX

WRBC

W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Linden Advisors New York $19.3B AUM 1.47% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Dakota Wealth Management's IPEX Position: Q2 2026 in Review

Dakota Wealth Management held its Inflection Point Acquisition Corp V (IPEX) position steady in Q2 2026 at 21,900 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Dakota Wealth Management first reported a position in IPEX in Q2 2025 and has held it in 5 quarters since. 33 funds tracked by Wall St. Rank hold IPEX as of Q2 2026.

Dakota Wealth Management held 21,900 shares of Inflection Point Acquisition Corp V worth $230K as of Q2 2026.
Dakota Wealth Management left its Inflection Point Acquisition Corp V share count unchanged in Q2 2026.
Inflection Point Acquisition Corp V made up ﹤0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #725 holding.
Dakota Wealth Management first reported a position in Inflection Point Acquisition Corp V in Q2 2025 and has held it in 5 quarters since.
33 funds tracked by Wall St. Rank held Inflection Point Acquisition Corp V as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.