SFS
IPST

Sowell Financial Services’s IP Strategy Holdings IPST Stock Holding History

Sowell Financial Services’s Portfolio IPST Stock Details IPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-25
Closed -$8.21K – 1178
2025
Q3 		$8.21K Hold
25
– – ﹤0.01% 1068
2025
Q2 		$4.07K Hold
25
– – ﹤0.01% 1040
2025
Q1 		$5.02K Buy
+25
New +$10.1K ﹤0.01% 1007

Other funds holding IPST

ACM
Arrington Capital Management Miami, Florida $163M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CM
CoinFund Management New York $35.4M AUM
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
WPA
Wealth Preservation Advisors Chattanooga, Tennessee $175M AUM 26.61% 1-Year Est. Return

Sowell Financial Services's IPST Position: Q4 2025 in Review

Sowell Financial Services sold out of IP Strategy Holdings (IPST) in Q4 2025, closing a stake of 25 shares — an estimated $8.21K sold.

Sowell Financial Services first reported a position in IPST in Q1 2025 and held it in 3 quarters. The position peaked at $8.21K in Q3 2025. 13 funds tracked by Wall St. Rank hold IPST as of Q4 2025.

  • Sowell Financial Services reported no remaining IP Strategy Holdings position as of Q4 2025 after selling out during the quarter.
  • Sowell Financial Services sold 25 IP Strategy Holdings shares in Q4 2025, an estimated $8.21K.
  • Sowell Financial Services first reported a position in IP Strategy Holdings in Q1 2025 and held it in 3 quarters.
  • Sowell Financial Services's IP Strategy Holdings position peaked at $8.21K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held IP Strategy Holdings as of Q4 2025.

Based on Sowell Financial Services's 13F filing for Q4 2025, filed 21 Jan 2026.