LPL Financial
IPX

LPL Financial’s IperionX IPX Stock Holding History

LPL Financial’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
2025
Q3 		– Sell
-14,350
Closed -$452K – 5896
2025
Q2 		$452K Buy
+14,350
New +$324K ﹤0.01% 4457

Other funds holding IPX

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPM
Symmetry Peak Management Radnor, Pennsylvania $359M AUM 146.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial's IPX Position: Q3 2025 in Review

LPL Financial sold out of IperionX (IPX) in Q3 2025, closing a stake of 14,350 shares — an estimated $452K sold.

LPL Financial first reported a position in IPX in Q2 2025 and held it in 1 quarter. The position peaked at $452K in Q2 2025. 40 funds tracked by Wall St. Rank hold IPX as of Q3 2025.

  • LPL Financial reported no remaining IperionX position as of Q3 2025 after selling out during the quarter.
  • LPL Financial sold 14,350 IperionX shares in Q3 2025, an estimated $452K.
  • LPL Financial first reported a position in IperionX in Q2 2025 and held it in 1 quarter.
  • LPL Financial's IperionX position peaked at $452K in Q2 2025.
  • 40 funds tracked by Wall St. Rank held IperionX as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.