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Clarus Wealth Advisors’s Renaissance IPO ETF IPO Stock Holding History

Clarus Wealth 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
2019
Q2 		– Sell
-450
Closed -$14K – 655
2019
Q1 		$14K Hold
450
– – 0.01% 472
2018
Q4 		$10K Hold
450
– – 0.02% 512
2018
Q3 		$14K Hold
450
– – 0.01% 489
2018
Q2 		$13K Buy
+450
New +$13.1K 0.01% 489

Other funds holding IPO

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

Clarus Wealth Advisors's IPO Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of Renaissance IPO ETF (IPO) in Q2 2019, closing a stake of 450 shares — an estimated $14K sold.

Clarus Wealth Advisors first reported a position in IPO in Q2 2018 and held it in 4 quarters. The position peaked at $14K in Q1 2019. 26 funds tracked by Wall St. Rank hold IPO as of Q2 2019.

  • Clarus Wealth Advisors reported no remaining Renaissance IPO ETF position as of Q2 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 450 Renaissance IPO ETF shares in Q2 2019, an estimated $14K.
  • Clarus Wealth Advisors first reported a position in Renaissance IPO ETF in Q2 2018 and held it in 4 quarters.
  • Clarus Wealth Advisors's Renaissance IPO ETF position peaked at $14K in Q1 2019.
  • 26 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.