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Iperionx Ltd Sponsored shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Iperionx Ltd Sponsored (IPX) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Iperionx Ltd Sponsored

Tip: Access up to 7 years of quarterly data

All positions including Iperionx Ltd Sponsored held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Iperionx Ltd Sponsored by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.6k 154 49.35
2025-06-30 $4.9k 154 31.50
2025-03-31 $2.8k 154 17.99
2024-12-31 $5.3k 154 34.40

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Iperionx Ltd Sponsored

Stifel Financial
Van Eck Associates Corp.
Woodline Partners
Jane Street
Shay Capital
BlackRock
UBS Group
Symmetry Peak Management
Advisor Group Holdings
Kestra Advisory Services
Hrt Financial
Citadel Advisors
Cubist Systematic Strategies
Mariner Wealth Advisors
Marex Group

View all funds holding Iperionx Ltd Sponsored