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B. Riley Wealth Advisors’s Renaissance IPO ETF IPO Stock Holding History

B. Riley Wealth Advisors’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
2025
Q4 		– Sell
-4,853
Closed -$241K – 1099
2025
Q3 		$241K Buy
+4,853
New +$235K 0.01% 815

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $95.2M AUM 23.7% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

B. Riley Wealth Advisors's IPO Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of Renaissance IPO ETF (IPO) in Q4 2025, closing a stake of 4,853 shares — an estimated $241K sold.

B. Riley Wealth Advisors first reported a position in IPO in Q3 2025 and held it in 1 quarter. The position peaked at $241K in Q3 2025. 50 funds tracked by Wall St. Rank hold IPO as of Q4 2025.

  • B. Riley Wealth Advisors reported no remaining Renaissance IPO ETF position as of Q4 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,853 Renaissance IPO ETF shares in Q4 2025, an estimated $241K.
  • B. Riley Wealth Advisors first reported a position in Renaissance IPO ETF in Q3 2025 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Renaissance IPO ETF position peaked at $241K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.