Kowal Investment Group’s Renaissance IPO ETF IPO Stock Holding History

Kowal Investment Group’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
2021 Q4	–	Sell	-203	Closed	-$13K	–	514
2021 Q3	$13K	Buy	+203	New	+$13.2K	﹤0.01%	470

Other funds holding IPO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

TWM

TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return

Kowal Investment Group's IPO Position: Q4 2021 in Review

Kowal Investment Group sold out of Renaissance IPO ETF (IPO) in Q4 2021, closing a stake of 203 shares — an estimated $13K sold.

Kowal Investment Group first reported a position in IPO in Q3 2021 and held it in 1 quarter. The position peaked at $13K in Q3 2021. 115 funds tracked by Wall St. Rank hold IPO as of Q4 2021.

Kowal Investment Group reported no remaining Renaissance IPO ETF position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 203 Renaissance IPO ETF shares in Q4 2021, an estimated $13K.
Kowal Investment Group first reported a position in Renaissance IPO ETF in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Renaissance IPO ETF position peaked at $13K in Q3 2021.
115 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.