Gradient Investments’s Renaissance IPO ETF IPO Stock Holding History

Gradient Investments’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
2022 Q1	–	Sell	-30	Closed	-$2K	–	1258
2021 Q4	$2K	Hold	30	–	–	﹤0.01%	1068
2021 Q3	$2K	Hold	30	–	–	﹤0.01%	1008
2021 Q2	$2K	Hold	30	–	–	﹤0.01%	998
2021 Q1	$2K	Hold	30	–	–	﹤0.01%	1008
2020 Q4	$2K	Hold	30	–	–	﹤0.01%	963
2020 Q3	$2K	Hold	30	–	–	﹤0.01%	968
2020 Q2	$1K	Hold	30	–	–	﹤0.01%	983
2020 Q1	$1K	Hold	30	–	–	﹤0.01%	1006
2019 Q4	$1K	Buy	+30	New	+$894	﹤0.01%	1021

Other funds holding IPO

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

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

TWM

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

NAM

NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Gradient Investments's IPO Position: Q1 2022 in Review

Gradient Investments sold out of Renaissance IPO ETF (IPO) in Q1 2022, closing a stake of 30 shares — an estimated $2K sold.

Gradient Investments first reported a position in IPO in Q4 2019 and held it in 9 quarters. The position peaked at $2K in Q4 2021. 96 funds tracked by Wall St. Rank hold IPO as of Q1 2022.

Gradient Investments reported no remaining Renaissance IPO ETF position as of Q1 2022 after selling out during the quarter.
Gradient Investments sold 30 Renaissance IPO ETF shares in Q1 2022, an estimated $2K.
Gradient Investments first reported a position in Renaissance IPO ETF in Q4 2019 and held it in 9 quarters.
Gradient Investments's Renaissance IPO ETF position peaked at $2K in Q4 2021.
96 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q1 2022.

Based on Gradient Investments's 13F filing for Q1 2022, filed 26 May 2022.