Principal Securities’s IperionX IPX Stock Holding History

Principal Securities’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 Q4	–	Sell	-5	Closed	-$247	–	2436
2025 Q3	$247	Hold	5	–	–	﹤0.01%	3627
2025 Q2	$158	Buy	+5	New	+$113	﹤0.01%	3616

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

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

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

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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

Principal Securities's IPX Position: Q4 2025 in Review

Principal Securities sold out of IperionX (IPX) in Q4 2025, closing a stake of 5 shares — an estimated $247 sold.

Principal Securities first reported a position in IPX in Q2 2025 and held it in 2 quarters. The position peaked at $247 in Q3 2025. 48 funds tracked by Wall St. Rank hold IPX as of Q4 2025.

Principal Securities reported no remaining IperionX position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 5 IperionX shares in Q4 2025, an estimated $247.
Principal Securities first reported a position in IperionX in Q2 2025 and held it in 2 quarters.
Principal Securities's IperionX position peaked at $247 in Q3 2025.
48 funds tracked by Wall St. Rank held IperionX as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.