PFBT
IPX

Parkside Financial Bank & Trust’s IperionX IPX Stock Holding History

Parkside Financial Bank & Trust’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
Q1 		– Sell
-80
Closed -$2.75K – 2747
2024
Q4 		$2.75K Hold
80
– – ﹤0.01% 1568
2024
Q3 		$1.78K Hold
80
– – ﹤0.01% 1621
2024
Q2 		$1.11K Buy
+80
New +$1.14K ﹤0.01% 1638

Other funds holding IPX

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Parkside Financial Bank & Trust's IPX Position: Q1 2025 in Review

Parkside Financial Bank & Trust sold out of IperionX (IPX) in Q1 2025, closing a stake of 80 shares — an estimated $2.75K sold.

Parkside Financial Bank & Trust first reported a position in IPX in Q2 2024 and held it in 3 quarters. The position peaked at $2.75K in Q4 2024. 21 funds tracked by Wall St. Rank hold IPX as of Q1 2025.

  • Parkside Financial Bank & Trust reported no remaining IperionX position as of Q1 2025 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 80 IperionX shares in Q1 2025, an estimated $2.75K.
  • Parkside Financial Bank & Trust first reported a position in IperionX in Q2 2024 and held it in 3 quarters.
  • Parkside Financial Bank & Trust's IperionX position peaked at $2.75K in Q4 2024.
  • 21 funds tracked by Wall St. Rank held IperionX as of Q1 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2025, filed 8 May 2025.