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Farther Finance Advisors’s Renaissance IPO ETF IPO Stock Holding History

Farther Finance Advisors’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
-300
Closed -$14.9K – 5525
2025
Q3 		$14.9K Buy
+300
New +$14.5K ﹤0.01% 3220
2024
Q4 		– Sell
-2,418
Closed -$104K – 4079
2024
Q3 		$104K Sell
2,418
-12
-0.5% -$489 ﹤0.01% 1288
2024
Q2 		$97K Sell
2,430
-100
-4% -$3.92K ﹤0.01% 1145
2024
Q1 		$104K Hold
2,530
– – 0.01% 931
2023
Q4 		$95.4K Buy
+2,530
New +$83.8K 0.01% 816

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

Farther Finance Advisors's IPO Position: Q4 2025 in Review

Farther Finance Advisors sold out of Renaissance IPO ETF (IPO) in Q4 2025, closing a stake of 300 shares — an estimated $14.9K sold.

Farther Finance Advisors first reported a position in IPO in Q4 2023 and held it in 5 quarters. The position peaked at $104K in Q3 2024. 50 funds tracked by Wall St. Rank hold IPO as of Q4 2025.

  • Farther Finance Advisors reported no remaining Renaissance IPO ETF position as of Q4 2025 after selling out during the quarter.
  • Farther Finance Advisors sold 300 Renaissance IPO ETF shares in Q4 2025, an estimated $14.9K.
  • Farther Finance Advisors first reported a position in Renaissance IPO ETF in Q4 2023 and held it in 5 quarters.
  • Farther Finance Advisors's Renaissance IPO ETF position peaked at $104K in Q3 2024.
  • 50 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q4 2025.

Based on Farther Finance Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.