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Able Wealth Management’s Renaissance International IPO ETF IPOS Stock Holding History

Able Wealth Management’s Portfolio IPOS Stock Details IPOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6
Closed -$84 – 323
2023
Q4 		$84 Buy
+6
New +$81 ﹤0.01% 600

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BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
HI
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Wells Fargo
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Able Wealth Management's IPOS Position: Q1 2024 in Review

Able Wealth Management sold out of Renaissance International IPO ETF (IPOS) in Q1 2024, closing a stake of 6 shares — an estimated $84 sold.

Able Wealth Management first reported a position in IPOS in Q4 2023 and held it in 1 quarter. The position peaked at $84 in Q4 2023. 9 funds tracked by Wall St. Rank hold IPOS as of Q1 2024.

  • Able Wealth Management reported no remaining Renaissance International IPO ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 6 Renaissance International IPO ETF shares in Q1 2024, an estimated $84.
  • Able Wealth Management first reported a position in Renaissance International IPO ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Renaissance International IPO ETF position peaked at $84 in Q4 2023.
  • 9 funds tracked by Wall St. Rank held Renaissance International IPO ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.