Jaffetilchin Investment Partners’s Renaissance IPO ETF IPO Stock Holding History

Jaffetilchin Investment 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
2024 Q4	–	Sell	-2,789	Closed	-$120K	–	815
2024 Q3	$120K	Buy	+2,789	New	+$114K	0.01%	437
2023 Q2	–	Sell	-10,133	Closed	-$297K	–	374
2023 Q1	$297K	Sell	10,133 -157	-2%	-$4.36K	0.03%	288
2022 Q4	$254K	Hold	10,290	–	–	0.03%	302
2022 Q3	$292K	Sell	10,290 -3,047	-23%	-$98.6K	0.04%	253
2022 Q2	$402K	Hold	13,337	–	–	0.05%	213
2022 Q1	$379K	Sell	13,337 -99,674	-88%	-$4.53M	0.04%	227
2021 Q4	$6.54M	Sell	113,011 -159,335	-59%	-$10.1M	0.62%	36
2021 Q3	$17.5M	Buy	272,346 +145,866	+115%	+$9.5M	1.86%	10
2021 Q2	$8.36M	Buy	126,480 +32,127	+34%	+$1.99M	0.58%	35
2021 Q1	$5.87M	Buy	94,353 +85,115	+921%	+$5.75M	0.69%	35
2020 Q4	$596K	Buy	9,238 +4,424	+92%	+$261K	0.08%	149
2020 Q3	$252K	Buy	+4,814	New	+$221K	0.05%	199

Other funds holding IPO

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jaffetilchin Investment Partners's IPO Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Renaissance IPO ETF (IPO) in Q4 2024, closing a stake of 2,789 shares — an estimated $120K sold.

Jaffetilchin Investment Partners first reported a position in IPO in Q3 2020 and held it in 12 quarters. The position peaked at $17.5M in Q3 2021. 68 funds tracked by Wall St. Rank hold IPO as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining Renaissance IPO ETF position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 2,789 Renaissance IPO ETF shares in Q4 2024, an estimated $120K.
Jaffetilchin Investment Partners first reported a position in Renaissance IPO ETF in Q3 2020 and held it in 12 quarters.
Jaffetilchin Investment Partners's Renaissance IPO ETF position peaked at $17.5M in Q3 2021.
68 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.