HighTower Advisors
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HighTower Advisors’s Renaissance IPO ETF IPO Stock Holding History

HighTower 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
2026
Q1 		$303K Buy
7,226
+1
+0% +$45 ﹤0.01% 3171
2025
Q4 		$330K Buy
7,225
+507
+8% +$24K ﹤0.01% 2971
2025
Q3 		$333K Buy
6,718
+2,177
+48% +$106K ﹤0.01% 2954
2025
Q2 		$204K Buy
+4,541
New +$185K ﹤0.01% 3265
2025
Q1 		– Sell
-6,050
Closed -$264K – 3897
2024
Q4 		$264K Buy
6,050
+624
+12% +$28K ﹤0.01% 2986
2024
Q3 		$233K Sell
5,426
-10,299
-65% -$420K ﹤0.01% 3020
2024
Q2 		$632K Sell
15,725
-99
-0.6% -$3.88K ﹤0.01% 2149
2024
Q1 		$655K Buy
+15,824
New +$594K ﹤0.01% 2081
2022
Q2 		– Sell
-7,007
Closed -$308K – 3389
2022
Q1 		$308K Buy
7,007
+194
+3% +$8.82K ﹤0.01% 2508
2021
Q4 		$395K Buy
6,813
+432
+7% +$27.4K ﹤0.01% 2311
2021
Q3 		$411K Buy
6,381
+601
+10% +$39.2K ﹤0.01% 2200
2021
Q2 		$383K Sell
5,780
-2,193
-28% -$136K ﹤0.01% 2209
2021
Q1 		$496K Buy
7,973
+2,173
+37% +$147K ﹤0.01% 1978
2020
Q4 		$374K Buy
+5,800
New +$342K ﹤0.01% 1789

Other funds holding IPO

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors's IPO Position: Q1 2026 in Review

HighTower Advisors increased its Renaissance IPO ETF (IPO) stake by 0.01% in Q1 2026, buying an estimated $45 and bringing the position to 7,226 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #3171.

HighTower Advisors first reported a position in IPO in Q4 2020 and has held it in 14 quarters since. The position peaked at $655K in Q1 2024. 55 funds tracked by Wall St. Rank hold IPO as of Q1 2026.

  • HighTower Advisors held 7,226 shares of Renaissance IPO ETF worth $303K as of Q1 2026.
  • HighTower Advisors bought 1 Renaissance IPO ETF share in Q1 2026, an estimated $45.
  • Renaissance IPO ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #3171 holding.
  • HighTower Advisors first reported a position in Renaissance IPO ETF in Q4 2020 and has held it in 14 quarters since.
  • HighTower Advisors's Renaissance IPO ETF position peaked at $655K in Q1 2024.
  • 55 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.