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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
Q3 		– Sell
-45
Closed -$2.67K – 1215
2026
Q2 		$2.67K Hold
45
– – ﹤0.01% 804
2026
Q1 		$1.88K 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

EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
SIA
Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return
Tempo Wealth
Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWP
SIMA Wealth Partners North Chesterfield, Virginia $143M AUM 10.59% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Activest Wealth Management's IPO Position: Q3 2026 in Review

Activest Wealth Management sold out of Renaissance IPO ETF (IPO) in Q3 2026, closing a stake of 45 shares — an estimated $2.67K sold.

Activest Wealth Management first reported a position in IPO in Q1 2022 and held it in 4 quarters. The position peaked at $42K in Q1 2022. 9 funds tracked by Wall St. Rank hold IPO as of Q3 2026.

  • Activest Wealth Management reported no remaining Renaissance IPO ETF position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 45 Renaissance IPO ETF shares in Q3 2026, an estimated $2.67K.
  • Activest Wealth Management first reported a position in Renaissance IPO ETF in Q1 2022 and held it in 4 quarters.
  • Activest Wealth Management's Renaissance IPO ETF position peaked at $42K in Q1 2022.
  • 9 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.