IFP Advisors’s Expion Energy, Inc. Common Stock 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

CWM

Copia Wealth Management Bend, Oregon $166M AUM 22.14% 1-Year Est. Return

IFP Advisors's XPON Position: Q1 2025 in Review

IFP Advisors sold out of Expion Energy, Inc. Common Stock (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 Expion Energy, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
IFP Advisors sold 250 Expion Energy, Inc. Common Stock shares in Q1 2025, an estimated $7.17K.
IFP Advisors first reported a position in Expion Energy, Inc. Common Stock in Q4 2024 and held it in 1 quarter.
IFP Advisors's Expion Energy, Inc. Common Stock position peaked at $7.17K in Q4 2024.
7 funds tracked by Wall St. Rank held Expion Energy, Inc. Common Stock as of Q1 2025.

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