Envestnet Asset Management
IPX

Envestnet Asset Management’s IperionX IPX Stock Holding History

Envestnet Asset Management’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 		$1.43M Buy
+48,006
New +$1.64M ﹤0.01% 3389

Other funds holding IPX

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
PG
Proffitt & Goodson Knoxville, Tennessee $728M AUM 18.62% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management's IPX Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in IperionX (IPX) in Q2 2026: 48,006 shares worth $1.43M. The stake represents ﹤0.01% of the portfolio and ranks #3389 among its holdings.

12 funds tracked by Wall St. Rank hold IPX as of Q2 2026.

  • Envestnet Asset Management held 48,006 shares of IperionX worth $1.43M as of Q2 2026.
  • IperionX was a new Envestnet Asset Management position in Q2 2026.
  • IperionX made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3389 holding.
  • 12 funds tracked by Wall St. Rank held IperionX as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.