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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
Q2 		$328K Buy
+5,526
New +$285K 0.23% 102

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Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
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Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
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Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
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SIMA Wealth Partners North Chesterfield, Virginia $141M AUM 17.33% 1-Year Est. Return
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SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Elm3 Financial Group's IPO Position: Q2 2026 in Review

Elm3 Financial Group opened a new position in Renaissance IPO ETF (IPO) in Q2 2026: 5,526 shares worth $328K. The stake represents 0.23% of the portfolio and ranks #102 among its holdings.

19 funds tracked by Wall St. Rank hold IPO as of Q2 2026.

  • Elm3 Financial Group held 5,526 shares of Renaissance IPO ETF worth $328K as of Q2 2026.
  • Renaissance IPO ETF was a new Elm3 Financial Group position in Q2 2026.
  • Renaissance IPO ETF made up 0.23% of Elm3 Financial Group's portfolio in Q2 2026, its #102 holding.
  • 19 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.