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Fulcrum Equity Management’s Renaissance IPO ETF IPO Stock Holding History

Fulcrum Equity Management’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
-16,342
Closed -$810K – 123
2025
Q3 		$810K Buy
+16,342
New +$792K 0.82% 33
2020
Q3 		– Sell
-6,437
Closed -$260K – 160
2020
Q2 		$260K Buy
+6,437
New +$218K 0.12% 117

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

Fulcrum Equity Management's IPO Position: Q4 2025 in Review

Fulcrum Equity Management sold out of Renaissance IPO ETF (IPO) in Q4 2025, closing a stake of 16,342 shares — an estimated $810K sold.

Fulcrum Equity Management first reported a position in IPO in Q2 2020 and held it in 2 quarters. The position peaked at $810K in Q3 2025. 50 funds tracked by Wall St. Rank hold IPO as of Q4 2025.

  • Fulcrum Equity Management reported no remaining Renaissance IPO ETF position as of Q4 2025 after selling out during the quarter.
  • Fulcrum Equity Management sold 16,342 Renaissance IPO ETF shares in Q4 2025, an estimated $810K.
  • Fulcrum Equity Management first reported a position in Renaissance IPO ETF in Q2 2020 and held it in 2 quarters.
  • Fulcrum Equity Management's Renaissance IPO ETF position peaked at $810K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q4 2025.

Based on Fulcrum Equity Management's 13F filing for Q4 2025, filed 6 Jan 2026.