Blue Trust Inc’s Renaissance IPO ETF IPO Stock Holding History

Blue Trust Inc’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	$926	Buy	+18	New	+$973	﹤0.01%	2182

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 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 Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

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 Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Blue Trust Inc's IPO Position: Q3 2026 in Review

Blue Trust Inc opened a new position in Renaissance IPO ETF (IPO) in Q3 2026: 18 shares worth $926. The stake represents ﹤0.01% of the portfolio and ranks #2182 among its holdings.

9 funds tracked by Wall St. Rank hold IPO as of Q3 2026.

Blue Trust Inc held 18 shares of Renaissance IPO ETF worth $926 as of Q3 2026.
Renaissance IPO ETF was a new Blue Trust Inc position in Q3 2026.
Renaissance IPO ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #2182 holding.
9 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.