EverSource Wealth Advisors’s IperionX IPX Stock Holding History

EverSource Wealth Advisors’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	$8.06K	Buy	271 +212	+359%	+$7.23K	﹤0.01%	3034
2026 Q1	$1.54K	Hold	59	–	–	﹤0.01%	3729
2025 Q4	$2.13K	Sell	59 -19	-24%	-$778	﹤0.01%	3481
2025 Q3	$3.85K	Sell	78 -14	-15%	-$568	﹤0.01%	3267
2025 Q2	$2.9K	Buy	+92	New	+$2.08K	﹤0.01%	3362

Other funds holding IPX

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

STA

Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

EverSource Wealth Advisors's IPX Position: Q2 2026 in Review

EverSource Wealth Advisors increased its IperionX (IPX) stake by 359% in Q2 2026, buying an estimated $7.23K and bringing the position to 271 shares worth $8.06K. The position accounts for ﹤0.01% of the portfolio, ranked #3034.

EverSource Wealth Advisors first reported a position in IPX in Q2 2025 and has held it in 5 quarters since. 32 funds tracked by Wall St. Rank hold IPX as of Q2 2026.

EverSource Wealth Advisors held 271 shares of IperionX worth $8.06K as of Q2 2026.
EverSource Wealth Advisors bought 212 IperionX shares in Q2 2026, an estimated $7.23K.
IperionX made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3034 holding.
EverSource Wealth Advisors first reported a position in IperionX in Q2 2025 and has held it in 5 quarters since.
32 funds tracked by Wall St. Rank held IperionX as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.