Elm3 Financial Group
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Elm3 Financial Group’s Renaissance IPO ETF IPO Stock Holding History

Elm3 Financial Group’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
Q3 		$337K Buy
6,396
+870
+16% +$47K 0.22% 111
2026
Q2 		$328K Buy
+5,526
New +$285K 0.23% 102

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Newbridge Financial Services Group
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Farther Finance Advisors
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SIMA Wealth Partners
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SignatureFD
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Elm3 Financial Group's IPO Position: Q3 2026 in Review

Elm3 Financial Group increased its Renaissance IPO ETF (IPO) stake by 16% in Q3 2026, buying an estimated $47K and bringing the position to 6,396 shares worth $337K. The position accounts for 0.22% of the portfolio, ranked #111.

Elm3 Financial Group first reported a position in IPO in Q2 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold IPO as of Q3 2026.

  • Elm3 Financial Group held 6,396 shares of Renaissance IPO ETF worth $337K as of Q3 2026.
  • Elm3 Financial Group bought 870 Renaissance IPO ETF shares in Q3 2026, an estimated $47K.
  • Renaissance IPO ETF made up 0.22% of Elm3 Financial Group's portfolio in Q3 2026, its #111 holding.
  • Elm3 Financial Group first reported a position in Renaissance IPO ETF in Q2 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.