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Key Client Fiduciary Advisors’s Renaissance IPO ETF IPO Stock Holding History

Key Client Fiduciary 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 		$229K Buy
+3,860
New +$199K 0.07% 201
2026
Q1 		– Sell
-4,924
Closed -$225K – 223
2025
Q4 		$225K Sell
4,924
-528
-10% -$25K 0.08% 184
2025
Q3 		$270K Buy
+5,452
New +$264K 0.09% 176

Other funds holding IPO

HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Key Client Fiduciary Advisors's IPO Position: Q2 2026 in Review

Key Client Fiduciary Advisors opened a new position in Renaissance IPO ETF (IPO) in Q2 2026: 3,860 shares worth $229K. The stake represents 0.07% of the portfolio and ranks #201 among its holdings. This is a return to the name: Key Client Fiduciary Advisors previously reported a position in IPO as recently as Q4 2025.

Key Client Fiduciary Advisors first reported a position in IPO in Q3 2025 and has held it in 3 quarters since. The position peaked at $270K in Q3 2025. 7 funds tracked by Wall St. Rank hold IPO as of Q2 2026.

  • Key Client Fiduciary Advisors held 3,860 shares of Renaissance IPO ETF worth $229K as of Q2 2026.
  • Renaissance IPO ETF was a new Key Client Fiduciary Advisors position in Q2 2026.
  • Renaissance IPO ETF made up 0.07% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #201 holding.
  • Key Client Fiduciary Advisors first reported a position in Renaissance IPO ETF in Q3 2025 and has held it in 3 quarters since.
  • Key Client Fiduciary Advisors's Renaissance IPO ETF position peaked at $270K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.