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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
Q2 		$774K Buy
13,028
+133
+1% +$6.86K 0.01% 1042
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 $1.64B AUM 26.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

Kestra Private Wealth Services's IPO Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Renaissance IPO ETF (IPO) stake by 1% in Q2 2026, buying an estimated $6.86K and bringing the position to 13,028 shares worth $774K. The position accounts for 0.01% of the portfolio, ranked #1042.

Kestra Private Wealth Services first reported a position in IPO in Q3 2025 and has held it in 4 quarters since. 55 funds tracked by Wall St. Rank hold IPO as of Q2 2026.

  • Kestra Private Wealth Services held 13,028 shares of Renaissance IPO ETF worth $774K as of Q2 2026.
  • Kestra Private Wealth Services bought 133 Renaissance IPO ETF shares in Q2 2026, an estimated $6.86K.
  • Renaissance IPO ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1042 holding.
  • Kestra Private Wealth Services first reported a position in Renaissance IPO ETF in Q3 2025 and has held it in 4 quarters since.
  • 55 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.