KPWS
IPO icon

Kestra Private Wealth Services’s Renaissance IPO ETF IPO Stock Holding History

Kestra Private Wealth Services’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
Q1 		$540K Sell
12,895
-808
-6% -$36.1K 0.01% 1159
2025
Q4 		$626K Buy
13,703
+1,947
+17% +$92.2K 0.01% 1041
2025
Q3 		$583K Buy
+11,756
New +$570K 0.01% 1034

Other funds holding IPO

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kestra Private Wealth Services's IPO Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Renaissance IPO ETF (IPO) stake by 5.9% in Q1 2026, selling an estimated $36.1K and leaving 12,895 shares worth $540K. The position accounts for 0.01% of the portfolio, ranked #1159.

Kestra Private Wealth Services first reported a position in IPO in Q3 2025 and has held it in 3 quarters since. The position peaked at $626K in Q4 2025. 55 funds tracked by Wall St. Rank hold IPO as of Q1 2026.

  • Kestra Private Wealth Services held 12,895 shares of Renaissance IPO ETF worth $540K as of Q1 2026.
  • Kestra Private Wealth Services sold 808 Renaissance IPO ETF shares in Q1 2026, an estimated $36.1K.
  • Renaissance IPO ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1159 holding.
  • Kestra Private Wealth Services first reported a position in Renaissance IPO ETF in Q3 2025 and has held it in 3 quarters since.
  • Kestra Private Wealth Services's Renaissance IPO ETF position peaked at $626K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.