Summit Trail Advisors’s IperionX IPX Stock Holding History

Summit Trail Advisors’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	-6,862	Closed	-$248K	–	1472
2025 Q4	$248K	Hold	6,862	–	–	﹤0.01%	1240
2025 Q3	$339K	Buy	+6,862	New	+$278K	﹤0.01%	1172

Other funds holding IPX

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Summit Trail Advisors's IPX Position: Q1 2026 in Review

Summit Trail Advisors sold out of IperionX (IPX) in Q1 2026, closing a stake of 6,862 shares — an estimated $248K sold.

Summit Trail Advisors first reported a position in IPX in Q3 2025 and held it in 2 quarters. The position peaked at $339K in Q3 2025. 45 funds tracked by Wall St. Rank hold IPX as of Q1 2026.

Summit Trail Advisors reported no remaining IperionX position as of Q1 2026 after selling out during the quarter.
Summit Trail Advisors sold 6,862 IperionX shares in Q1 2026, an estimated $248K.
Summit Trail Advisors first reported a position in IperionX in Q3 2025 and held it in 2 quarters.
Summit Trail Advisors's IperionX position peaked at $339K in Q3 2025.
45 funds tracked by Wall St. Rank held IperionX as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.