Larson Financial Group’s Renaissance IPO ETF IPO Stock Holding History

Larson Financial 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
2026 Q1	$20.6K	Buy	492 +1	+0.2%	+$45	﹤0.01%	1829
2025 Q4	$22.4K	Hold	491	–	–	﹤0.01%	1649
2025 Q3	$24.3K	Buy	491 +1	+0.2%	+$48	﹤0.01%	1527
2025 Q2	$22K	Sell	490 -182	-27%	-$7.42K	﹤0.01%	1447
2025 Q1	$25.2K	Buy	672 +1	+0.1%	+$43	﹤0.01%	1278
2024 Q4	$29.2K	Sell	671 -29	-4%	-$1.3K	﹤0.01%	1080
2024 Q3	$30K	Hold	700	–	–	﹤0.01%	1069
2024 Q2	$28.2K	Hold	700	–	–	﹤0.01%	960
2024 Q1	$29.1K	Hold	700	–	–	﹤0.01%	810
2023 Q4	$26.4K	Hold	700	–	–	﹤0.01%	783
2023 Q3	$22.4K	Hold	700	–	–	﹤0.01%	788
2023 Q2	$22.9K	Hold	700	–	–	﹤0.01%	708
2023 Q1	$20.5K	Hold	700	–	–	﹤0.01%	733
2022 Q4	$17.3K	Hold	700	–	–	﹤0.01%	726
2022 Q3	$20K	Hold	700	–	–	﹤0.01%	635
2022 Q2	$21K	Hold	700	–	–	﹤0.01%	539
2022 Q1	$31K	Hold	700	–	–	0.01%	449
2021 Q4	$40K	Hold	700	–	–	0.01%	418
2021 Q3	$45K	Hold	700	–	–	0.01%	316
2021 Q2	$46K	Hold	700	–	–	0.01%	291
2021 Q1	$44K	Hold	700	–	–	0.01%	281
2020 Q4	$45K	Buy	+700	New	+$41.3K	0.02%	233

Other funds holding IPO

TWM

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Larson Financial Group's IPO Position: Q1 2026 in Review

Larson Financial Group increased its Renaissance IPO ETF (IPO) stake by 0.2% in Q1 2026, buying an estimated $45 and bringing the position to 492 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1829.

Larson Financial Group first reported a position in IPO in Q4 2020 and has held it in 22 quarters since. The position peaked at $46K in Q2 2021. 55 funds tracked by Wall St. Rank hold IPO as of Q1 2026.

Larson Financial Group held 492 shares of Renaissance IPO ETF worth $20.6K as of Q1 2026.
Larson Financial Group bought 1 Renaissance IPO ETF share in Q1 2026, an estimated $45.
Renaissance IPO ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1829 holding.
Larson Financial Group first reported a position in Renaissance IPO ETF in Q4 2020 and has held it in 22 quarters since.
Larson Financial Group's Renaissance IPO ETF position peaked at $46K in Q2 2021.
55 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.