Cetera Investment Advisers
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Cetera Investment Advisers’s Renaissance IPO ETF IPO Stock Holding History

Cetera Investment Advisers’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 		$3.97M Sell
66,728
-5,077
-7% -$262K ﹤0.01% 1783
2026
Q1 		$3.01M Buy
71,805
+5,768
+9% +$258K ﹤0.01% 1902
2025
Q4 		$3.01M Sell
66,037
-2,207
-3% -$104K ﹤0.01% 1850
2025
Q3 		$3.38M Sell
68,244
-326
-0.5% -$15.8K ﹤0.01% 1720
2025
Q2 		$3.08M Buy
68,570
+1,518
+2% +$61.9K 0.01% 1533
2025
Q1 		$2.52M Buy
67,052
+118
+0.2% +$5.1K ﹤0.01% 1585
2024
Q4 		$2.92M Sell
66,934
-2,945
-4% -$132K 0.01% 1379
2024
Q3 		$3M Buy
69,879
+2,305
+3% +$94K 0.01% 1323
2024
Q2 		$2.72M Buy
67,574
+9,834
+17% +$386K 0.01% 1347
2024
Q1 		$2.4M Buy
+57,740
New +$2.17M 0.01% 1426
2022
Q3 		– Sell
-7,743
Closed -$233K – 1817
2022
Q2 		$233K Buy
7,743
+180
+2% +$6.08K ﹤0.01% 1580
2022
Q1 		$333K Sell
7,563
-96
-1% -$4.37K ﹤0.01% 1415
2021
Q4 		$443K Buy
7,659
+2,921
+62% +$186K 0.01% 1258
2021
Q3 		$305K Buy
4,738
+74
+2% +$4.82K ﹤0.01% 1433
2021
Q2 		$309K Buy
4,664
+49
+1% +$3.04K 0.01% 1396
2021
Q1 		$287K Buy
+4,615
New +$312K 0.01% 1273

Other funds holding IPO

TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers's IPO Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Renaissance IPO ETF (IPO) stake by 7.1% in Q2 2026, selling an estimated $262K and leaving 66,728 shares worth $3.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

Cetera Investment Advisers first reported a position in IPO in Q1 2021 and has held it in 16 quarters since. 55 funds tracked by Wall St. Rank hold IPO as of Q2 2026.

  • Cetera Investment Advisers held 66,728 shares of Renaissance IPO ETF worth $3.97M as of Q2 2026.
  • Cetera Investment Advisers sold 5,077 Renaissance IPO ETF shares in Q2 2026, an estimated $262K.
  • Renaissance IPO ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1783 holding.
  • Cetera Investment Advisers first reported a position in Renaissance IPO ETF in Q1 2021 and has held it in 16 quarters since.
  • 55 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.