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Activest Wealth Management’s Renaissance IPO ETF IPO Stock Holding History

Activest Wealth Management’s Portfolio IPO Stock Details IPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.67K Hold
45
– – ﹤0.01% 804
2026
Q1 		$1.89K Buy
+45
New +$2.01K ﹤0.01% 963
2022
Q3 		– Sell
-959
Closed -$29K – 526
2022
Q2 		$29K Hold
959
– – 0.02% 128
2022
Q1 		$42K Buy
+959
New +$43.6K 0.03% 110

Other funds holding IPO

HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Activest Wealth Management's IPO Position: Q2 2026 in Review

Activest Wealth Management held its Renaissance IPO ETF (IPO) position steady in Q2 2026 at 45 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Activest Wealth Management first reported a position in IPO in Q1 2022 and has held it in 4 quarters since. The position peaked at $42K in Q1 2022. 7 funds tracked by Wall St. Rank hold IPO as of Q2 2026.

  • Activest Wealth Management held 45 shares of Renaissance IPO ETF worth $2.67K as of Q2 2026.
  • Activest Wealth Management left its Renaissance IPO ETF share count unchanged in Q2 2026.
  • Renaissance IPO ETF made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #804 holding.
  • Activest Wealth Management first reported a position in Renaissance IPO ETF in Q1 2022 and has held it in 4 quarters since.
  • Activest Wealth Management's Renaissance IPO ETF position peaked at $42K in Q1 2022.
  • 7 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.