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Dogwood Wealth Management’s Renaissance IPO ETF IPO Stock Holding History

Dogwood 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
2026
Q2 		$2.67K Sell
45
-199
-82% -$10.3K ﹤0.01% 616
2026
Q1 		$10.2K Hold
244
– – ﹤0.01% 339
2025
Q4 		$11.1K Hold
244
– – ﹤0.01% 282
2025
Q3 		$12.1K Hold
244
– – 0.01% 245
2025
Q2 		$10.9K Hold
244
– – 0.01% 259
2025
Q1 		$9.16K Hold
244
– – ﹤0.01% 198
2024
Q4 		$10.6K Hold
244
– – 0.01% 181
2024
Q3 		$10.5K Hold
244
– – 0.01% 160
2024
Q2 		$9.84K Hold
244
– – 0.01% 172
2024
Q1 		$10.1K Hold
244
– – 0.01% 189
2023
Q4 		$9.2K Buy
+244
New +$8.08K 0.01% 173

Other funds holding IPO

HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Dogwood Wealth Management's IPO Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Renaissance IPO ETF (IPO) stake by 82% in Q2 2026, selling an estimated $10.3K and leaving 45 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Dogwood Wealth Management first reported a position in IPO in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.1K in Q3 2025. 7 funds tracked by Wall St. Rank hold IPO as of Q2 2026.

  • Dogwood Wealth Management held 45 shares of Renaissance IPO ETF worth $2.67K as of Q2 2026.
  • Dogwood Wealth Management sold 199 Renaissance IPO ETF shares in Q2 2026, an estimated $10.3K.
  • Renaissance IPO ETF made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #616 holding.
  • Dogwood Wealth Management first reported a position in Renaissance IPO ETF in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Renaissance IPO ETF position peaked at $12.1K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.