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Dunhill Financial’s Renaissance IPO ETF IPO Stock Holding History

Dunhill Financial’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
-7
Closed -$335 – 2034
2025
Q3 		$335 Buy
7
+1
+17% +$48 ﹤0.01% 893
2025
Q2 		$303 Sell
6
-1
-14% -$41 ﹤0.01% 915
2025
Q1 		$253 Hold
7
– – ﹤0.01% 873
2024
Q4 		$294 Hold
7
– – ﹤0.01% 808
2024
Q3 		$289 Hold
7
– – ﹤0.01% 831
2024
Q2 		$272 Hold
7
– – ﹤0.01% 775
2024
Q1 		$280 Hold
7
– – ﹤0.01% 731
2023
Q4 		$255 Buy
+7
New +$232 ﹤0.01% 712

Other funds holding IPO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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

Dunhill Financial's IPO Position: Q4 2025 in Review

Dunhill Financial sold out of Renaissance IPO ETF (IPO) in Q4 2025, closing a stake of 7 shares — an estimated $335 sold.

Dunhill Financial first reported a position in IPO in Q4 2023 and held it in 8 quarters. The position peaked at $335 in Q3 2025. 50 funds tracked by Wall St. Rank hold IPO as of Q4 2025.

  • Dunhill Financial reported no remaining Renaissance IPO ETF position as of Q4 2025 after selling out during the quarter.
  • Dunhill Financial sold 7 Renaissance IPO ETF shares in Q4 2025, an estimated $335.
  • Dunhill Financial first reported a position in Renaissance IPO ETF in Q4 2023 and held it in 8 quarters.
  • Dunhill Financial's Renaissance IPO ETF position peaked at $335 in Q3 2025.
  • 50 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q4 2025.

Based on Dunhill Financial's 13F filing for Q4 2025, filed 29 Jan 2026.