Gerber LLC’s Renaissance IPO ETF IPO Stock Holding History

Gerber LLC’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	$238K	Buy	+4,010	New	+$207K	0.11%	80
2025 Q4	–	Sell	-4,071	Closed	-$202K	–	88
2025 Q3	$202K	Sell	4,071 -730	-15%	-$35.4K	0.13%	79
2025 Q2	$216K	Buy	+4,801	New	+$196K	0.15%	82
2025 Q1	–	Sell	-4,797	Closed	-$209K	–	94
2024 Q4	$209K	Sell	4,797 -575	-11%	-$25.8K	0.15%	81
2024 Q3	$230K	Buy	5,372 +1	+0%	+$41	0.17%	84
2024 Q2	$217K	Hold	5,371	–	–	0.17%	84
2024 Q1	$223K	Sell	5,371 -5,000	-48%	-$188K	0.19%	86
2023 Q4	$391K	Buy	+10,371	New	+$343K	0.35%	51

Other funds holding IPO

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

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

EFG

Elm3 Financial Group Alpharetta, Georgia $146M AUM 30.79% 1-Year Est. Return

Tempo Wealth Independence, Ohio $675M AUM

HVP

Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

SWP

SIMA Wealth Partners North Chesterfield, Virginia $141M AUM 17.33% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Gerber LLC's IPO Position: Q2 2026 in Review

Gerber LLC opened a new position in Renaissance IPO ETF (IPO) in Q2 2026: 4,010 shares worth $238K. The stake represents 0.11% of the portfolio and ranks #80 among its holdings. This is a return to the name: Gerber LLC previously reported a position in IPO as recently as Q3 2025.

Gerber LLC first reported a position in IPO in Q4 2023 and has held it in 8 quarters since. The position peaked at $391K in Q4 2023. 19 funds tracked by Wall St. Rank hold IPO as of Q2 2026.

Gerber LLC held 4,010 shares of Renaissance IPO ETF worth $238K as of Q2 2026.
Renaissance IPO ETF was a new Gerber LLC position in Q2 2026.
Renaissance IPO ETF made up 0.11% of Gerber LLC's portfolio in Q2 2026, its #80 holding.
Gerber LLC first reported a position in Renaissance IPO ETF in Q4 2023 and has held it in 8 quarters since.
Gerber LLC's Renaissance IPO ETF position peaked at $391K in Q4 2023.
19 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2026.

Based on Gerber LLC's 13F filing for Q2 2026, filed 29 Jul 2026.