Cambridge Investment Research Advisors
IPO icon

Cambridge Investment Research Advisors’s Renaissance IPO ETF IPO Stock Holding History

Cambridge Investment Research 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
2026
Q1 		$938K Buy
22,388
+15,853
+243% +$708K ﹤0.01% 2228
2025
Q4 		$298K Buy
6,535
+37
+0.6% +$1.75K ﹤0.01% 3215
2025
Q3 		$322K Buy
6,498
+223
+4% +$10.8K ﹤0.01% 3064
2025
Q2 		$282K Sell
6,275
-419
-6% -$17.1K ﹤0.01% 3036
2025
Q1 		$251K Buy
6,694
+122
+2% +$5.28K ﹤0.01% 3022
2024
Q4 		$286K Buy
6,572
+638
+11% +$28.6K ﹤0.01% 2871
2024
Q3 		$254K Sell
5,934
-1,672
-22% -$68.2K ﹤0.01% 2956
2024
Q2 		$307K Sell
7,606
-144
-2% -$5.65K ﹤0.01% 2687
2024
Q1 		$322K Buy
7,750
+566
+8% +$21.2K ﹤0.01% 2644
2023
Q4 		$271K Sell
7,184
-415
-5% -$13.7K ﹤0.01% 2672
2023
Q3 		$243K Sell
7,599
-576
-7% -$19.1K ﹤0.01% 2665
2023
Q2 		$267K Buy
8,175
+101
+1% +$2.99K ﹤0.01% 2640
2023
Q1 		$236K Buy
+8,074
New +$224K ﹤0.01% 2680
2022
Q4 		– Sell
-9,548
Closed -$271K – 3163
2022
Q3 		$271K Sell
9,548
-4,021
-30% -$130K ﹤0.01% 2452
2022
Q2 		$409K Sell
13,569
-3,125
-19% -$106K ﹤0.01% 2121
2022
Q1 		$736K Sell
16,694
-426
-2% -$19.4K ﹤0.01% 1809
2021
Q4 		$990K Sell
17,120
-2,331
-12% -$148K ﹤0.01% 1587
2021
Q3 		$1.25M Sell
19,451
-61,251
-76% -$3.99M 0.01% 1369
2021
Q2 		$5.34M Buy
80,702
+43,533
+117% +$2.7M 0.03% 584
2021
Q1 		$2.31M Buy
37,169
+22,994
+162% +$1.55M 0.01% 938
2020
Q4 		$914K Sell
14,175
-94,999
-87% -$5.61M 0.01% 1369
2020
Q3 		$5.71M Buy
+109,174
New +$5.01M 0.04% 421
2019
Q4 		– Sell
-8,538
Closed -$241K – 2443
2019
Q3 		$241K Buy
+8,538
New +$266K ﹤0.01% 1985

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Cambridge Investment Research Advisors's IPO Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Renaissance IPO ETF (IPO) stake by 243% in Q1 2026, buying an estimated $708K and bringing the position to 22,388 shares worth $938K. The position accounts for ﹤0.01% of the portfolio, ranked #2228.

Cambridge Investment Research Advisors first reported a position in IPO in Q3 2019 and has held it in 23 quarters since. The position peaked at $5.71M in Q3 2020. 55 funds tracked by Wall St. Rank hold IPO as of Q1 2026.

  • Cambridge Investment Research Advisors held 22,388 shares of Renaissance IPO ETF worth $938K as of Q1 2026.
  • Cambridge Investment Research Advisors bought 15,853 Renaissance IPO ETF shares in Q1 2026, an estimated $708K.
  • Renaissance IPO ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2228 holding.
  • Cambridge Investment Research Advisors first reported a position in Renaissance IPO ETF in Q3 2019 and has held it in 23 quarters since.
  • Cambridge Investment Research Advisors's Renaissance IPO ETF position peaked at $5.71M in Q3 2020.
  • 55 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.