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Lakeridge Wealth Management’s Renaissance IPO ETF IPO Stock Holding History

Lakeridge Wealth Management’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
2025
Q2 		– Sell
-7,950
Closed -$299K – 153
2025
Q1 		$299K Hold
7,950
– – 0.15% 121
2024
Q4 		$346K Hold
7,950
– – 0.18% 104
2024
Q3 		$341K Hold
7,950
– – 0.19% 103
2024
Q2 		$320K Buy
7,950
+700
+10% +$27.4K 0.19% 105
2024
Q1 		$301K Hold
7,250
– – 0.2% 96
2023
Q4 		$273K Buy
+7,250
New +$240K 0.2% 97

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lakeridge Wealth Management's IPO Position: Q2 2025 in Review

Lakeridge Wealth Management sold out of Renaissance IPO ETF (IPO) in Q2 2025, closing a stake of 7,950 shares — an estimated $299K sold.

Lakeridge Wealth Management first reported a position in IPO in Q4 2023 and held it in 6 quarters. The position peaked at $346K in Q4 2024. 60 funds tracked by Wall St. Rank hold IPO as of Q2 2025.

  • Lakeridge Wealth Management reported no remaining Renaissance IPO ETF position as of Q2 2025 after selling out during the quarter.
  • Lakeridge Wealth Management sold 7,950 Renaissance IPO ETF shares in Q2 2025, an estimated $299K.
  • Lakeridge Wealth Management first reported a position in Renaissance IPO ETF in Q4 2023 and held it in 6 quarters.
  • Lakeridge Wealth Management's Renaissance IPO ETF position peaked at $346K in Q4 2024.
  • 60 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2025.

Based on Lakeridge Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.