CWM
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Copia Wealth Management’s Renaissance IPO ETF IPO Stock Holding History

Copia Wealth Management’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
2025
Q4 		– Sell
-43
Closed -$2.13K – 529
2025
Q3 		$2.13K Buy
+43
New +$2.08K ﹤0.01% 402

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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Copia Wealth Management's IPO Position: Q4 2025 in Review

Copia Wealth Management sold out of Renaissance IPO ETF (IPO) in Q4 2025, closing a stake of 43 shares — an estimated $2.13K sold.

Copia Wealth Management first reported a position in IPO in Q3 2025 and held it in 1 quarter. The position peaked at $2.13K in Q3 2025. 50 funds tracked by Wall St. Rank hold IPO as of Q4 2025.

  • Copia Wealth Management reported no remaining Renaissance IPO ETF position as of Q4 2025 after selling out during the quarter.
  • Copia Wealth Management sold 43 Renaissance IPO ETF shares in Q4 2025, an estimated $2.13K.
  • Copia Wealth Management first reported a position in Renaissance IPO ETF in Q3 2025 and held it in 1 quarter.
  • Copia Wealth Management's Renaissance IPO ETF position peaked at $2.13K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q4 2025.

Based on Copia Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.