Osaic Holdings’s IperionX IPX Stock Holding History

Osaic Holdings’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 Q1	$596K	Buy	22,870 +9,405	+70%	+$399K	﹤0.01%	3183
2025 Q4	$487K	Sell	13,465 -14,860	-52%	-$608K	﹤0.01%	3363
2025 Q3	$1.4M	Sell	28,325 -42,000	-60%	-$1.7M	﹤0.01%	2492
2025 Q2	$2.22M	Buy	70,325 +5,000	+8%	+$113K	﹤0.01%	1813
2025 Q1	$1.18M	Buy	+65,325	New	+$1.63M	﹤0.01%	2105
2024 Q2	–	Sell	-200	Closed	-$2.98K	–	7515
2024 Q1	$2.98K	Buy	+200	New	+$2.58K	﹤0.01%	6312
2023 Q3	–	Sell	-225,250	Closed	-$1.77M	–	7457
2023 Q2	$1.77M	Hold	225,250	–	–	﹤0.01%	1985
2023 Q1	$1.19M	Hold	225,250	–	–	﹤0.01%	2285
2022 Q4	$1.01M	Buy	+225,250	New	+$1.15M	﹤0.01%	2347

Other funds holding IPX

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Shay Capital New York $1.2B AUM 37.4% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Osaic Holdings's IPX Position: Q1 2026 in Review

Osaic Holdings increased its IperionX (IPX) stake by 70% in Q1 2026, buying an estimated $399K and bringing the position to 22,870 shares worth $596K. The position accounts for ﹤0.01% of the portfolio, ranked #3183.

Osaic Holdings first reported a position in IPX in Q4 2022 and has held it in 9 quarters since. The position peaked at $2.22M in Q2 2025. 45 funds tracked by Wall St. Rank hold IPX as of Q1 2026.

Osaic Holdings held 22,870 shares of IperionX worth $596K as of Q1 2026.
Osaic Holdings bought 9,405 IperionX shares in Q1 2026, an estimated $399K.
IperionX made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #3183 holding.
Osaic Holdings first reported a position in IperionX in Q4 2022 and has held it in 9 quarters since.
Osaic Holdings's IperionX position peaked at $2.22M in Q2 2025.
45 funds tracked by Wall St. Rank held IperionX as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.