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Aventura Private Wealth’s Renaissance IPO ETF IPO Stock Holding History

Aventura Private Wealth’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 		$10.7K Hold
180
– – ﹤0.01% 582
2026
Q1 		$7.54K Buy
+180
New +$8.04K ﹤0.01% 585

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
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 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

Aventura Private Wealth's IPO Position: Q2 2026 in Review

Aventura Private Wealth held its Renaissance IPO ETF (IPO) position steady in Q2 2026 at 180 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Aventura Private Wealth first reported a position in IPO in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold IPO as of Q2 2026.

  • Aventura Private Wealth held 180 shares of Renaissance IPO ETF worth $10.7K as of Q2 2026.
  • Aventura Private Wealth left its Renaissance IPO ETF share count unchanged in Q2 2026.
  • Renaissance IPO ETF made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #582 holding.
  • Aventura Private Wealth first reported a position in Renaissance IPO ETF in Q1 2026 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.