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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
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 		$9.91K 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 		$6.39K 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

HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

IFP Advisors's IPO Position: Q2 2026 in Review

IFP Advisors reduced its Renaissance IPO ETF (IPO) stake by 68% in Q2 2026, selling an estimated $21.7K and leaving 200 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3282.

IFP Advisors first reported a position in IPO in Q3 2019 and has held it in 28 quarters since. The position peaked at $288K in Q3 2022. 7 funds tracked by Wall St. Rank hold IPO as of Q2 2026.

  • IFP Advisors held 200 shares of Renaissance IPO ETF worth $11.9K as of Q2 2026.
  • IFP Advisors sold 421 Renaissance IPO ETF shares in Q2 2026, an estimated $21.7K.
  • Renaissance IPO ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3282 holding.
  • IFP Advisors first reported a position in Renaissance IPO ETF in Q3 2019 and has held it in 28 quarters since.
  • IFP Advisors's Renaissance IPO ETF position peaked at $288K in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.