PG
IPX

Proffitt & Goodson’s IperionX IPX Stock Holding History

Proffitt & Goodson’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 		$4.46K Hold
150
– – ﹤0.01% 274
2026
Q1 		$3.91K Hold
150
– – ﹤0.01% 263
2025
Q4 		$5.43K Sell
150
-550
-79% -$22.5K ﹤0.01% 256
2025
Q3 		$34.5K Hold
700
– – 0.01% 186
2025
Q2 		$22.1K Hold
700
– – ﹤0.01% 193
2025
Q1 		$12.6K Hold
700
– – ﹤0.01% 198
2024
Q4 		$24.1K Hold
700
– – ﹤0.01% 181
2024
Q3 		$15.6K Hold
700
– – ﹤0.01% 203
2024
Q2 		$9.75K Hold
700
– – ﹤0.01% 222
2024
Q1 		$10.4K Hold
700
– – ﹤0.01% 192
2023
Q4 		$6.48K Hold
700
– – ﹤0.01% 195
2023
Q3 		$6.84K Buy
700
+200
+40% +$1.59K ﹤0.01% 195
2023
Q2 		$3.65K Buy
500
+300
+150% +$2.04K ﹤0.01% 207
2023
Q1 		$1.02K Hold
200
– – ﹤0.01% 228
2022
Q4 		$900 Hold
200
– – ﹤0.01% 232
2022
Q3 		$1K Buy
+200
New +$1.19K ﹤0.01% 241

Other funds holding IPX

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GI
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
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Proffitt & Goodson's IPX Position: Q2 2026 in Review

Proffitt & Goodson held its IperionX (IPX) position steady in Q2 2026 at 150 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Proffitt & Goodson first reported a position in IPX in Q3 2022 and has held it in 16 quarters since. The position peaked at $34.5K in Q3 2025. 8 funds tracked by Wall St. Rank hold IPX as of Q2 2026.

  • Proffitt & Goodson held 150 shares of IperionX worth $4.46K as of Q2 2026.
  • Proffitt & Goodson left its IperionX share count unchanged in Q2 2026.
  • IperionX made up ﹤0.01% of Proffitt & Goodson's portfolio in Q2 2026, its #274 holding.
  • Proffitt & Goodson first reported a position in IperionX in Q3 2022 and has held it in 16 quarters since.
  • Proffitt & Goodson's IperionX position peaked at $34.5K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held IperionX as of Q2 2026.

Based on Proffitt & Goodson's 13F filing for Q2 2026, filed 22 Jul 2026.