SAG
IPX

SageView Advisory Group’s IperionX IPX Stock Holding History

SageView Advisory 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
Q1 		– Sell
-1
Closed -$37 – 1482
2025
Q4 		$37 Buy
+1
New +$41 ﹤0.01% 2574

Other funds holding IPX

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SageView Advisory Group's IPX Position: Q1 2026 in Review

SageView Advisory Group sold out of IperionX (IPX) in Q1 2026, closing a stake of 1 share — an estimated $37 sold.

SageView Advisory Group first reported a position in IPX in Q4 2025 and held it in 1 quarter. The position peaked at $37 in Q4 2025. 45 funds tracked by Wall St. Rank hold IPX as of Q1 2026.

  • SageView Advisory Group reported no remaining IperionX position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1 IperionX share in Q1 2026, an estimated $37.
  • SageView Advisory Group first reported a position in IperionX in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's IperionX position peaked at $37 in Q4 2025.
  • 45 funds tracked by Wall St. Rank held IperionX as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.