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 Q3	$208K	Buy	3,954 +94	+2%	+$5.08K	0.06%	208
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

Tradition Wealth Management Edina, Minnesota $1.67B AUM 17.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $122M AUM 28.71% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Key Client Fiduciary Advisors's IPO Position: Q3 2026 in Review

Key Client Fiduciary Advisors increased its Renaissance IPO ETF (IPO) stake by 2.4% in Q3 2026, buying an estimated $5.08K and bringing the position to 3,954 shares worth $208K. The position accounts for 0.06% of the portfolio, ranked #208.

Key Client Fiduciary Advisors first reported a position in IPO in Q3 2025 and has held it in 4 quarters since. The position peaked at $270K in Q3 2025. 46 funds tracked by Wall St. Rank hold IPO as of Q3 2026.

Key Client Fiduciary Advisors held 3,954 shares of Renaissance IPO ETF worth $208K as of Q3 2026.
Key Client Fiduciary Advisors bought 94 Renaissance IPO ETF shares in Q3 2026, an estimated $5.08K.
Renaissance IPO ETF made up 0.06% of Key Client Fiduciary Advisors's portfolio in Q3 2026, its #208 holding.
Key Client Fiduciary Advisors first reported a position in Renaissance IPO ETF in Q3 2025 and has held it in 4 quarters since.
Key Client Fiduciary Advisors's Renaissance IPO ETF position peaked at $270K in Q3 2025.
46 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q3 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.