AWM
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Ameliora Wealth Management’s Renaissance IPO ETF IPO Stock Holding History

Ameliora 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
2024
Q3 		– Sell
-1,000
Closed -$40.3K – 176
2024
Q2 		$40.3K Hold
1,000
– – 0.02% 125
2024
Q1 		$41.5K Hold
1,000
– – 0.02% 139
2023
Q4 		$37.7K Hold
1,000
– – 0.02% 129
2023
Q3 		$32K Hold
1,000
– – 0.02% 146
2023
Q2 		$32.7K Hold
1,000
– – 0.02% 137
2023
Q1 		$29.3K Hold
1,000
– – 0.02% 155
2022
Q4 		$24.7K Hold
1,000
– – 0.01% 180
2022
Q3 		$27K Buy
+1,000
New +$32.4K 0.01% 168

Other funds holding IPO

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameliora Wealth Management's IPO Position: Q3 2024 in Review

Ameliora Wealth Management sold out of Renaissance IPO ETF (IPO) in Q3 2024, closing a stake of 1,000 shares — an estimated $40.3K sold.

Ameliora Wealth Management first reported a position in IPO in Q3 2022 and held it in 8 quarters. The position peaked at $41.5K in Q1 2024. 58 funds tracked by Wall St. Rank hold IPO as of Q3 2024.

  • Ameliora Wealth Management reported no remaining Renaissance IPO ETF position as of Q3 2024 after selling out during the quarter.
  • Ameliora Wealth Management sold 1,000 Renaissance IPO ETF shares in Q3 2024, an estimated $40.3K.
  • Ameliora Wealth Management first reported a position in Renaissance IPO ETF in Q3 2022 and held it in 8 quarters.
  • Ameliora Wealth Management's Renaissance IPO ETF position peaked at $41.5K in Q1 2024.
  • 58 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q3 2024.

Based on Ameliora Wealth Management's 13F filing for Q3 2024, filed 11 Oct 2024.