Janney Montgomery Scott
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Janney Montgomery Scott’s Renaissance IPO ETF IPO Stock Holding History

Janney Montgomery Scott’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
Q2 		– Sell
-10,658
Closed -$443K – 2715
2024
Q1 		$443K Buy
+10,658
New +$400K ﹤0.01% 2092
2022
Q2 		– Sell
-4,771
Closed -$210K – 2381
2022
Q1 		$210K Sell
4,771
-188
-4% -$8.55K ﹤0.01% 2064
2021
Q4 		$287K Sell
4,959
-480
-9% -$30.5K ﹤0.01% 2024
2021
Q3 		$350K Sell
5,439
-444
-8% -$28.9K ﹤0.01% 1876
2021
Q2 		$389K Sell
5,883
-639
-10% -$39.6K ﹤0.01% 1785
2021
Q1 		$406K Sell
6,522
-4,128
-39% -$279K ﹤0.01% 1682
2020
Q4 		$687K Buy
10,650
+4,446
+72% +$262K ﹤0.01% 1382
2020
Q3 		$324K Buy
+6,204
New +$285K ﹤0.01% 1655
2019
Q2 		– Sell
-61,830
Closed -$1.89M – 2073
2019
Q1 		$1.89M Buy
+61,830
New +$1.75M 0.02% 737
2018
Q2 		– Sell
-20,274
Closed -$582K – 2023
2018
Q1 		$582K Buy
+20,274
New +$582K 0.01% 1245

Other funds holding IPO

MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Janney Montgomery Scott's IPO Position: Q2 2024 in Review

Janney Montgomery Scott sold out of Renaissance IPO ETF (IPO) in Q2 2024, closing a stake of 10,658 shares — an estimated $443K sold.

Janney Montgomery Scott first reported a position in IPO in Q1 2018 and held it in 10 quarters. The position peaked at $1.89M in Q1 2019. 65 funds tracked by Wall St. Rank hold IPO as of Q2 2024.

  • Janney Montgomery Scott reported no remaining Renaissance IPO ETF position as of Q2 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 10,658 Renaissance IPO ETF shares in Q2 2024, an estimated $443K.
  • Janney Montgomery Scott first reported a position in Renaissance IPO ETF in Q1 2018 and held it in 10 quarters.
  • Janney Montgomery Scott's Renaissance IPO ETF position peaked at $1.89M in Q1 2019.
  • 65 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2024.

Based on Janney Montgomery Scott's 13F filing for Q2 2024, filed 25 Jul 2024.