Private Advisor Group’s IperionX IPX Stock Holding History

Private Advisor Group’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	–	Sell	-63,111	Closed	-$1.64M	–	2707
2026 Q1	$1.64M	Buy	63,111 +25,964	+70%	+$1.1M	0.01%	1141
2025 Q4	$1.34M	Buy	37,147 +28,932	+352%	+$1.18M	0.01%	1243
2025 Q3	$405K	Buy	+8,215	New	+$333K	﹤0.01%	1895

Other funds holding IPX

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Proffitt & Goodson Knoxville, Tennessee $728M AUM 18.62% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Private Advisor Group's IPX Position: Q2 2026 in Review

Private Advisor Group sold out of IperionX (IPX) in Q2 2026, closing a stake of 63,111 shares — an estimated $1.64M sold.

Private Advisor Group first reported a position in IPX in Q3 2025 and held it in 3 quarters. The position peaked at $1.64M in Q1 2026. 8 funds tracked by Wall St. Rank hold IPX as of Q2 2026.

Private Advisor Group reported no remaining IperionX position as of Q2 2026 after selling out during the quarter.
Private Advisor Group sold 63,111 IperionX shares in Q2 2026, an estimated $1.64M.
Private Advisor Group first reported a position in IperionX in Q3 2025 and held it in 3 quarters.
Private Advisor Group's IperionX position peaked at $1.64M in Q1 2026.
8 funds tracked by Wall St. Rank held IperionX as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.