Kestra Advisory Services
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Kestra Advisory Services’s IperionX IPX Stock Holding History

Kestra Advisory Services’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
Q3 		– Sell
-12,250
Closed -$364K – 3492
2026
Q2 		$364K Hold
12,250
– – ﹤0.01% 2590
2026
Q1 		$319K Sell
12,250
-6,280
-34% -$267K ﹤0.01% 2572
2025
Q4 		$671K Sell
18,530
-5,002
-21% -$205K ﹤0.01% 1939
2025
Q3 		$1.16M Sell
23,532
-1,373
-6% -$55.7K 0.01% 1485
2025
Q2 		$785K Buy
+24,905
New +$562K ﹤0.01% 1647

Other funds holding IPX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Legacy Capital Group California
Legacy Capital Group California Los Gatos, California $335M AUM 33.2% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Kestra Advisory Services's IPX Position: Q3 2026 in Review

Kestra Advisory Services sold out of IperionX (IPX) in Q3 2026, closing a stake of 12,250 shares — an estimated $364K sold.

Kestra Advisory Services first reported a position in IPX in Q2 2025 and held it in 5 quarters. The position peaked at $1.16M in Q3 2025. 25 funds tracked by Wall St. Rank hold IPX as of Q3 2026.

  • Kestra Advisory Services reported no remaining IperionX position as of Q3 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 12,250 IperionX shares in Q3 2026, an estimated $364K.
  • Kestra Advisory Services first reported a position in IperionX in Q2 2025 and held it in 5 quarters.
  • Kestra Advisory Services's IperionX position peaked at $1.16M in Q3 2025.
  • 25 funds tracked by Wall St. Rank held IperionX as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.