Karpus Investment Management’s Inflection Point Acquisition Corp V IPEX Stock Holding History

Karpus Investment 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 Q1	$10.5M	Sell	1,007,143 -9,400	-0.9%	-$97.2K	0.33%	76
2025 Q4	$10.5M	Sell	1,016,543 -8,220	-0.8%	-$84.7K	0.32%	77
2025 Q3	$10.5M	Sell	1,024,763 -5,523	-0.5%	-$56.2K	0.33%	77
2025 Q2	$10.4M	Buy	1,030,286 +175,525	+21%	+$1.76M	0.34%	81
2025 Q1	$8.48M	Buy	+854,761	New	+$8.45M	0.27%	92

Other funds holding IPEX

W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return

Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Westchester Capital Management (New York) Valhalla, New York $2.07B AUM 26.02% 1-Year Est. Return

Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return

Polar Asset Management Partners Toronto, Ontario, Canada $4.21B AUM 35.27% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.83B AUM 190.64% 1-Year Est. Return

Shaolin Capital Management Miami, Florida $2.39B AUM 64.83% 1-Year Est. Return