Belvedere Trading
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Belvedere Trading’s Renaissance IPO ETF IPO Stock Holding History

Belvedere Trading’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
-4,100
Closed -$203K – 950
2025
Q3 		$203K Sell
4,100
-400
-9% -$19.4K ﹤0.01% 484
2025
Q2 		$202K Buy
+4,500
New +$183K ﹤0.01% 438
2021
Q2 		– Sell
-43,484
Closed -$2.7M – 383
2021
Q1 		$2.7M Sell
43,484
-23,133
-35% -$1.56M 0.22% 21
2020
Q4 		$4.3M Buy
66,617
+24,009
+56% +$1.42M 0.17% 16
2020
Q3 		$2.23M Buy
+42,608
New +$1.96M 0.2% 15

Other funds holding IPO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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

Belvedere Trading's IPO Position: Q4 2025 in Review

Belvedere Trading sold out of Renaissance IPO ETF (IPO) in Q4 2025, closing a stake of 4,100 shares — an estimated $203K sold.

Belvedere Trading first reported a position in IPO in Q3 2020 and held it in 5 quarters. The position peaked at $4.3M in Q4 2020. 50 funds tracked by Wall St. Rank hold IPO as of Q4 2025.

  • Belvedere Trading reported no remaining Renaissance IPO ETF position as of Q4 2025 after selling out during the quarter.
  • Belvedere Trading sold 4,100 Renaissance IPO ETF shares in Q4 2025, an estimated $203K.
  • Belvedere Trading first reported a position in Renaissance IPO ETF in Q3 2020 and held it in 5 quarters.
  • Belvedere Trading's Renaissance IPO ETF position peaked at $4.3M in Q4 2020.
  • 50 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q4 2025.

Based on Belvedere Trading's 13F filing for Q4 2025, filed 10 Feb 2026.