Cetera Investment Advisers
IPO icon

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
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 $1.41B 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
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Cetera Investment Advisers's IPO Position: Q1 2026 in Review

Cetera Investment Advisers increased its Renaissance IPO ETF (IPO) stake by 8.7% in Q1 2026, buying an estimated $258K and bringing the position to 71,805 shares worth $3.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

Cetera Investment Advisers first reported a position in IPO in Q1 2021 and has held it in 15 quarters since. The position peaked at $3.38M in Q3 2025. 55 funds tracked by Wall St. Rank hold IPO as of Q1 2026.

  • Cetera Investment Advisers held 71,805 shares of Renaissance IPO ETF worth $3.01M as of Q1 2026.
  • Cetera Investment Advisers bought 5,768 Renaissance IPO ETF shares in Q1 2026, an estimated $258K.
  • Renaissance IPO ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1902 holding.
  • Cetera Investment Advisers first reported a position in Renaissance IPO ETF in Q1 2021 and has held it in 15 quarters since.
  • Cetera Investment Advisers's Renaissance IPO ETF position peaked at $3.38M in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.