Hudson Value Partners’s Renaissance IPO ETF IPO Stock Holding History

Hudson Value 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
2026 Q2	$232K	Buy	+3,910	New	+$202K	0.06%	105
2024 Q3	–	Sell	-5,835	Closed	-$235K	–	100
2024 Q2	$235K	Sell	5,835 -200	-3%	-$7.84K	0.1%	89
2024 Q1	$251K	Hold	6,035	–	–	0.11%	86
2023 Q4	$228K	Sell	6,035 -4,425	-42%	-$147K	0.11%	90
2023 Q3	$334K	Hold	10,460	–	–	0.18%	86
2023 Q2	$341K	Hold	10,460	–	–	0.17%	88
2023 Q1	$306K	Sell	10,460 -925	-8%	-$25.7K	0.17%	88
2022 Q4	$281K	Sell	11,385 -1,400	-11%	-$37.7K	0.17%	92
2022 Q3	$363K	Sell	12,785 -590	-4%	-$19.1K	0.24%	83
2022 Q2	$403K	Sell	13,375 -425	-3%	-$14.4K	0.26%	80
2022 Q1	$608K	Sell	13,800 -1,731	-11%	-$78.7K	0.31%	73
2021 Q4	$899K	Buy	15,531 +384	+3%	+$24.4K	0.44%	63
2021 Q3	$974K	Buy	15,147 +484	+3%	+$31.5K	0.54%	63
2021 Q2	$971K	Buy	14,663 +826	+6%	+$51.2K	0.54%	62
2021 Q1	$860K	Buy	13,837 +4,661	+51%	+$315K	0.52%	65
2020 Q4	$602K	Buy	+9,176	New	+$542K	0.4%	70

Other funds holding IPO

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Hudson Value Partners's IPO Position: Q2 2026 in Review

Hudson Value Partners opened a new position in Renaissance IPO ETF (IPO) in Q2 2026: 3,910 shares worth $232K. The stake represents 0.06% of the portfolio and ranks #105 among its holdings. This is a return to the name: Hudson Value Partners previously reported a position in IPO as recently as Q2 2024.

Hudson Value Partners first reported a position in IPO in Q4 2020 and has held it in 16 quarters since. The position peaked at $974K in Q3 2021. 55 funds tracked by Wall St. Rank hold IPO as of Q2 2026.

Hudson Value Partners held 3,910 shares of Renaissance IPO ETF worth $232K as of Q2 2026.
Renaissance IPO ETF was a new Hudson Value Partners position in Q2 2026.
Renaissance IPO ETF made up 0.06% of Hudson Value Partners's portfolio in Q2 2026, its #105 holding.
Hudson Value Partners first reported a position in Renaissance IPO ETF in Q4 2020 and has held it in 16 quarters since.
Hudson Value Partners's Renaissance IPO ETF position peaked at $974K in Q3 2021.
55 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2026.

Based on Hudson Value Partners's 13F filing for Q2 2026, filed 10 Jul 2026.