Elevation Capital Advisory’s Renaissance IPO ETF IPO Stock Holding History

Elevation Capital Advisory’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
2021 Q2	$15.9M	Buy	+240,832	New	+$14.9M	8.94%	3

Other funds holding IPO

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CFG

CMC Financial Group Atlanta, Georgia $51.6M AUM 46.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Elevation Capital Advisory's IPO Position: Q2 2021 in Review

Elevation Capital Advisory opened a new position in Renaissance IPO ETF (IPO) in Q2 2021: 240,832 shares worth $15.9M. The stake represents 8.94% of the portfolio and ranks #3 among its holdings.

120 funds tracked by Wall St. Rank hold IPO as of Q2 2021.

Elevation Capital Advisory held 240,832 shares of Renaissance IPO ETF worth $15.9M as of Q2 2021.
Renaissance IPO ETF was a new Elevation Capital Advisory position in Q2 2021.
Renaissance IPO ETF made up 8.94% of Elevation Capital Advisory's portfolio in Q2 2021, its #3 holding.
120 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2021.

Based on Elevation Capital Advisory's 13F filing for Q2 2021, filed 12 Aug 2021.