Coppell Advisory Solutions’s Renaissance IPO ETF IPO Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-37	Closed	-$1.63K	–	1078
2024 Q4	$1.63K	Hold	37	–	–	﹤0.01%	1570
2024 Q3	$1.59K	Hold	37	–	–	﹤0.01%	1485
2024 Q2	$1.49K	Buy	+37	New	+$1.45K	﹤0.01%	1435
2023 Q4	$1.4K	Buy	+37	New	+$1.23K	﹤0.01%	1359
2023 Q3	–	Sell	-37	Closed	-$1.19K	–	1362
2023 Q2	$1.19K	Buy	+37	New	+$1.1K	﹤0.01%	1108

Other funds holding IPO

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Coppell Advisory Solutions's IPO Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Renaissance IPO ETF (IPO) in Q1 2025, closing a stake of 37 shares — an estimated $1.63K sold.

Coppell Advisory Solutions first reported a position in IPO in Q2 2023 and held it in 5 quarters. The position peaked at $1.63K in Q4 2024. 59 funds tracked by Wall St. Rank hold IPO as of Q1 2025.

Coppell Advisory Solutions reported no remaining Renaissance IPO ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 37 Renaissance IPO ETF shares in Q1 2025, an estimated $1.63K.
Coppell Advisory Solutions first reported a position in Renaissance IPO ETF in Q2 2023 and held it in 5 quarters.
Coppell Advisory Solutions's Renaissance IPO ETF position peaked at $1.63K in Q4 2024.
59 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.