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

IFP 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
Q3 		$10.5K Hold
200
– – ﹤0.01% 3358
2026
Q2 		$11.9K Sell
200
-421
-68% -$21.7K ﹤0.01% 3282
2026
Q1 		$26K Buy
621
+421
+211% +$18.8K ﹤0.01% 2635
2025
Q4 		$9.13K Hold
200
– – ﹤0.01% 3113
2025
Q3 		$9.9K Hold
200
– – ﹤0.01% 2908
2025
Q2 		$8.99K Hold
200
– – ﹤0.01% 2985
2025
Q1 		$7.51K Hold
200
– – ﹤0.01% 2671
2024
Q4 		$8.71K Hold
200
– – ﹤0.01% 2576
2024
Q3 		$8.58K Hold
200
– – ﹤0.01% 2482
2024
Q2 		$8.06K Hold
200
– – ﹤0.01% 2414
2024
Q1 		$8.3K Hold
200
– – ﹤0.01% 2300
2023
Q4 		$7.54K Hold
200
– – ﹤0.01% 2282
2023
Q3 		$6.4K Hold
200
– – ﹤0.01% 2421
2023
Q2 		$6.54K Sell
200
-580
-74% -$17.2K ﹤0.01% 2444
2023
Q1 		$23.1K Sell
780
-15
-2% -$416 ﹤0.01% 1956
2022
Q4 		$24K Sell
795
-8,940
-92% -$241K ﹤0.01% 2749
2022
Q3 		$288K Buy
9,735
+8,940
+1,125% +$289K 0.01% 1215
2022
Q2 		$24K Hold
795
– – ﹤0.01% 2695
2022
Q1 		$24K Buy
795
+81
+11% +$3.68K ﹤0.01% 2695
2021
Q4 		$42K Buy
714
+464
+186% +$29.5K ﹤0.01% 1621
2021
Q3 		$16K Sell
250
-580
-70% -$37.8K ﹤0.01% 2084
2021
Q2 		$55K Sell
830
-990
-54% -$61.4K ﹤0.01% 1483
2021
Q1 		$114K Hold
1,820
– – ﹤0.01% 1113
2020
Q4 		$117K Hold
1,820
– – ﹤0.01% 1058
2020
Q3 		$95K Buy
1,820
+1,070
+143% +$49.1K 0.01% 1020
2020
Q2 		$30K Buy
750
+100
+15% +$3.38K ﹤0.01% 1427
2020
Q1 		$18K Hold
650
– – ﹤0.01% 1530
2019
Q4 		$20K Hold
650
– – ﹤0.01% 1616
2019
Q3 		$18K Buy
+650
New +$20.2K ﹤0.01% 1808

Other funds holding IPO

EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
SIA
Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return
Tempo Wealth
Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWP
SIMA Wealth Partners North Chesterfield, Virginia $143M AUM 10.59% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

IFP Advisors's IPO Position: Q3 2026 in Review

IFP Advisors held its Renaissance IPO ETF (IPO) position steady in Q3 2026 at 200 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3358.

IFP Advisors first reported a position in IPO in Q3 2019 and has held it in 29 quarters since. The position peaked at $288K in Q3 2022. 9 funds tracked by Wall St. Rank hold IPO as of Q3 2026.

  • IFP Advisors held 200 shares of Renaissance IPO ETF worth $10.5K as of Q3 2026.
  • IFP Advisors left its Renaissance IPO ETF share count unchanged in Q3 2026.
  • Renaissance IPO ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3358 holding.
  • IFP Advisors first reported a position in Renaissance IPO ETF in Q3 2019 and has held it in 29 quarters since.
  • IFP Advisors's Renaissance IPO ETF position peaked at $288K in Q3 2022.
  • 9 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.