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Dynamic Advisor Solutions’s Renaissance IPO ETF IPO Stock Holding History

Dynamic Advisor 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
Q3 		– Sell
-10,337
Closed -$465K – 948
2025
Q2 		$465K Sell
10,337
-775
-7% -$31.6K 0.01% 625
2025
Q1 		$417K Sell
11,112
-650
-6% -$28.1K 0.01% 626
2024
Q4 		$512K Sell
11,762
-250
-2% -$11.2K 0.02% 426
2024
Q3 		$515K Buy
12,012
+1,525
+15% +$62.2K 0.02% 612
2024
Q2 		$423K Buy
10,487
+1,124
+12% +$44.1K 0.01% 664
2024
Q1 		$389K Buy
9,363
+575
+7% +$21.6K 0.01% 674
2023
Q4 		$308K Buy
8,788
+1,250
+17% +$41.4K 0.01% 708
2023
Q3 		$241K Buy
+7,538
New +$250K 0.01% 724

Other funds holding IPO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Dynamic Advisor Solutions's IPO Position: Q3 2025 in Review

Dynamic Advisor Solutions sold out of Renaissance IPO ETF (IPO) in Q3 2025, closing a stake of 10,337 shares — an estimated $465K sold.

Dynamic Advisor Solutions first reported a position in IPO in Q3 2023 and held it in 8 quarters. The position peaked at $515K in Q3 2024. 70 funds tracked by Wall St. Rank hold IPO as of Q3 2025.

  • Dynamic Advisor Solutions reported no remaining Renaissance IPO ETF position as of Q3 2025 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 10,337 Renaissance IPO ETF shares in Q3 2025, an estimated $465K.
  • Dynamic Advisor Solutions first reported a position in Renaissance IPO ETF in Q3 2023 and held it in 8 quarters.
  • Dynamic Advisor Solutions's Renaissance IPO ETF position peaked at $515K in Q3 2024.
  • 70 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q3 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2025, filed 9 Oct 2025.