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IBEX Wealth Advisors’s Renaissance IPO ETF IPO Stock Holding History

IBEX Wealth 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
2021
Q2 		– Sell
-37,569
Closed -$2.34M – 191
2021
Q1 		$2.34M Buy
37,569
+18,068
+93% +$1.22M 0.58% 69
2020
Q4 		$1.26M Buy
+19,501
New +$1.15M 0.33% 87

Other funds holding IPO

ECA
Elevation Capital Advisory Bend, Oregon $235M AUM 17.84% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IBEX Wealth Advisors's IPO Position: Q2 2021 in Review

IBEX Wealth Advisors sold out of Renaissance IPO ETF (IPO) in Q2 2021, closing a stake of 37,569 shares — an estimated $2.34M sold.

IBEX Wealth Advisors first reported a position in IPO in Q4 2020 and held it in 2 quarters. The position peaked at $2.34M in Q1 2021. 119 funds tracked by Wall St. Rank hold IPO as of Q2 2021.

  • IBEX Wealth Advisors reported no remaining Renaissance IPO ETF position as of Q2 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 37,569 Renaissance IPO ETF shares in Q2 2021, an estimated $2.34M.
  • IBEX Wealth Advisors first reported a position in Renaissance IPO ETF in Q4 2020 and held it in 2 quarters.
  • IBEX Wealth Advisors's Renaissance IPO ETF position peaked at $2.34M in Q1 2021.
  • 119 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2021.

Based on IBEX Wealth Advisors's 13F filing for Q2 2021, filed 20 Aug 2021.