Sowell Financial Services’s IperionX IPX Stock Holding History

Sowell Financial Services’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 Q1	–	Sell	-46,421	Closed	-$1.6M	–	1024
2024 Q4	$1.6M	Buy	+46,421	New	+$1.21M	0.08%	243

Other funds holding IPX

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PFMOSF

Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Sowell Financial Services's IPX Position: Q1 2025 in Review

Sowell Financial Services sold out of IperionX (IPX) in Q1 2025, closing a stake of 46,421 shares — an estimated $1.6M sold.

Sowell Financial Services first reported a position in IPX in Q4 2024 and held it in 1 quarter. The position peaked at $1.6M in Q4 2024. 21 funds tracked by Wall St. Rank hold IPX as of Q1 2025.

Sowell Financial Services reported no remaining IperionX position as of Q1 2025 after selling out during the quarter.
Sowell Financial Services sold 46,421 IperionX shares in Q1 2025, an estimated $1.6M.
Sowell Financial Services first reported a position in IperionX in Q4 2024 and held it in 1 quarter.
Sowell Financial Services's IperionX position peaked at $1.6M in Q4 2024.
21 funds tracked by Wall St. Rank held IperionX as of Q1 2025.

Based on Sowell Financial Services's 13F filing for Q1 2025, filed 17 Apr 2025.