Global Retirement Partners’s Renaissance IPO ETF IPO Stock Holding History

Global Retirement Partners’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
2023 Q3	–	Sell	-177	Closed	-$5.79K	–	3301
2023 Q2	$5.79K	Sell	177 -400	-69%	-$11.8K	﹤0.01%	2147
2023 Q1	$15.7K	Sell	577 -11	-2%	-$305	﹤0.01%	1743
2022 Q4	$14.5K	Sell	588 -200	-25%	-$5.39K	﹤0.01%	1618
2022 Q3	$22K	Sell	788 -181	-19%	-$5.86K	﹤0.01%	1353
2022 Q2	$29K	Hold	969	–	–	﹤0.01%	1208
2022 Q1	$27K	Buy	+969	New	+$44.1K	﹤0.01%	1235
2021 Q4	–	Sell	-886	Closed	-$57K	–	1003
2021 Q3	$57K	Sell	886 -26	-3%	-$1.69K	0.01%	816
2021 Q2	$60K	Hold	912	–	–	0.01%	782
2021 Q1	$57K	Buy	912 +382	+72%	+$25.8K	0.01%	740
2020 Q4	$34K	Buy	+530	New	+$31.3K	﹤0.01%	857

Other funds holding IPO

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Global Retirement Partners's IPO Position: Q3 2023 in Review

Global Retirement Partners sold out of Renaissance IPO ETF (IPO) in Q3 2023, closing a stake of 177 shares — an estimated $5.79K sold.

Global Retirement Partners first reported a position in IPO in Q4 2020 and held it in 10 quarters. The position peaked at $60K in Q2 2021. 52 funds tracked by Wall St. Rank hold IPO as of Q3 2023.

Global Retirement Partners reported no remaining Renaissance IPO ETF position as of Q3 2023 after selling out during the quarter.
Global Retirement Partners sold 177 Renaissance IPO ETF shares in Q3 2023, an estimated $5.79K.
Global Retirement Partners first reported a position in Renaissance IPO ETF in Q4 2020 and held it in 10 quarters.
Global Retirement Partners's Renaissance IPO ETF position peaked at $60K in Q2 2021.
52 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q3 2023.

Based on Global Retirement Partners's 13F filing for Q3 2023, filed 13 Oct 2023.