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Crewe Advisors’s Renaissance IPO ETF IPO Stock Holding History

Crewe 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
2026
Q1 		$6.91K Buy
165
+1
+0.6% +$45 ﹤0.01% 712
2025
Q4 		$7.49K Hold
164
– – ﹤0.01% 673
2025
Q3 		$8.13K Buy
164
+1
+0.6% +$48 ﹤0.01% 667
2025
Q2 		$7.33K Hold
163
– – ﹤0.01% 497
2025
Q1 		$6.12K Buy
163
+3
+2% +$130 ﹤0.01% 461
2024
Q4 		$6.97K Buy
+160
New +$7.18K ﹤0.01% 457

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Crewe Advisors's IPO Position: Q1 2026 in Review

Crewe Advisors increased its Renaissance IPO ETF (IPO) stake by 0.61% in Q1 2026, buying an estimated $45 and bringing the position to 165 shares worth $6.91K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Crewe Advisors first reported a position in IPO in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.13K in Q3 2025. 55 funds tracked by Wall St. Rank hold IPO as of Q1 2026.

  • Crewe Advisors held 165 shares of Renaissance IPO ETF worth $6.91K as of Q1 2026.
  • Crewe Advisors bought 1 Renaissance IPO ETF share in Q1 2026, an estimated $45.
  • Renaissance IPO ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q1 2026, its #712 holding.
  • Crewe Advisors first reported a position in Renaissance IPO ETF in Q4 2024 and has held it in 6 quarters since.
  • Crewe Advisors's Renaissance IPO ETF position peaked at $8.13K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.