KIM
IPEX

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
Q2 		$10.1M Sell
962,657
-44,486
-4% -$465K 0.29% 90
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

WRBC
W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return
LA
Linden Advisors New York $19.3B AUM 1.47% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
DAM
DLD Asset Management New York $1.51B AUM 5.32% 1-Year Est. Return

Karpus Investment Management's IPEX Position: Q2 2026 in Review

Karpus Investment Management reduced its Inflection Point Acquisition Corp V (IPEX) stake by 4.4% in Q2 2026, selling an estimated $465K and leaving 962,657 shares worth $10.1M. The position accounts for 0.29% of the portfolio, ranked #90.

Karpus Investment Management first reported a position in IPEX in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.5M in Q3 2025. 33 funds tracked by Wall St. Rank hold IPEX as of Q2 2026.

  • Karpus Investment Management held 962,657 shares of Inflection Point Acquisition Corp V worth $10.1M as of Q2 2026.
  • Karpus Investment Management sold 44,486 Inflection Point Acquisition Corp V shares in Q2 2026, an estimated $465K.
  • Inflection Point Acquisition Corp V made up 0.29% of Karpus Investment Management's portfolio in Q2 2026, its #90 holding.
  • Karpus Investment Management first reported a position in Inflection Point Acquisition Corp V in Q1 2025 and has held it in 6 quarters since.
  • Karpus Investment Management's Inflection Point Acquisition Corp V position peaked at $10.5M in Q3 2025.
  • 33 funds tracked by Wall St. Rank held Inflection Point Acquisition Corp V as of Q2 2026.

Based on Karpus Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.