KAS
IPX

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
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

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return

Kestra Advisory Services's IPX Position: Q2 2026 in Review

Kestra Advisory Services held its IperionX (IPX) position steady in Q2 2026 at 12,250 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #2590.

Kestra Advisory Services first reported a position in IPX in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.16M in Q3 2025. 32 funds tracked by Wall St. Rank hold IPX as of Q2 2026.

  • Kestra Advisory Services held 12,250 shares of IperionX worth $364K as of Q2 2026.
  • Kestra Advisory Services left its IperionX share count unchanged in Q2 2026.
  • IperionX made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2590 holding.
  • Kestra Advisory Services first reported a position in IperionX in Q2 2025 and has held it in 5 quarters since.
  • Kestra Advisory Services's IperionX position peaked at $1.16M in Q3 2025.
  • 32 funds tracked by Wall St. Rank held IperionX as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.