IA
XPON icon

IFP Advisors’s Expion360 XPON Stock Holding History

IFP Advisors’s Portfolio XPON Stock Details XPON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-250
Closed -$7.17K – 4668
2024
Q4 		$7.17K Buy
+250
New +$8.81K ﹤0.01% 2672

Other funds holding XPON

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
CWM
Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return

IFP Advisors's XPON Position: Q1 2025 in Review

IFP Advisors sold out of Expion360 (XPON) in Q1 2025, closing a stake of 250 shares — an estimated $7.17K sold.

IFP Advisors first reported a position in XPON in Q4 2024 and held it in 1 quarter. The position peaked at $7.17K in Q4 2024. 7 funds tracked by Wall St. Rank hold XPON as of Q1 2025.

  • IFP Advisors reported no remaining Expion360 position as of Q1 2025 after selling out during the quarter.
  • IFP Advisors sold 250 Expion360 shares in Q1 2025, an estimated $7.17K.
  • IFP Advisors first reported a position in Expion360 in Q4 2024 and held it in 1 quarter.
  • IFP Advisors's Expion360 position peaked at $7.17K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Expion360 as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.