WPA
IPST

Wealth Preservation Advisors’s IP Strategy Holdings IPST Stock Holding History

Wealth Preservation Advisors’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
2026
Q2 		– Sell
-131
Closed -$693 – 1005
2026
Q1 		$693 Hold
131
– – ﹤0.01% 736
2025
Q4 		$4.09K Hold
131
– – ﹤0.01% 406
2025
Q3 		$43.1K Hold
131
– – 0.03% 196
2025
Q2 		$21.4K Hold
131
– – 0.01% 243
2025
Q1 		$26.4K Buy
+131
New +$53.1K 0.02% 234

Other funds holding IPST

ACM
Arrington Capital Management Miami, Florida $163M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ACM
AH Capital Management Menlo Park, California $14.2B AUM 20.01% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealth Preservation Advisors's IPST Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of IP Strategy Holdings (IPST) in Q2 2026, closing a stake of 131 shares — an estimated $693 sold.

Wealth Preservation Advisors first reported a position in IPST in Q1 2025 and held it in 5 quarters. The position peaked at $43.1K in Q3 2025. 13 funds tracked by Wall St. Rank hold IPST as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining IP Strategy Holdings position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 131 IP Strategy Holdings shares in Q2 2026, an estimated $693.
  • Wealth Preservation Advisors first reported a position in IP Strategy Holdings in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's IP Strategy Holdings position peaked at $43.1K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held IP Strategy Holdings as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.