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Legend Financial Advisors’s Renaissance IPO ETF IPO Stock Holding History

Legend Financial 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
2021
Q2 		– Sell
-6,460
Closed -$402K – 38
2021
Q1 		$402K Buy
6,460
+1,402
+28% +$94.7K 3.05% 14
2020
Q4 		$326K Buy
+5,058
New +$299K 0.26% 23

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EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Legend Financial Advisors's IPO Position: Q2 2021 in Review

Legend Financial Advisors sold out of Renaissance IPO ETF (IPO) in Q2 2021, closing a stake of 6,460 shares — an estimated $402K sold.

Legend Financial Advisors first reported a position in IPO in Q4 2020 and held it in 2 quarters. The position peaked at $402K in Q1 2021. 119 funds tracked by Wall St. Rank hold IPO as of Q2 2021.

  • Legend Financial Advisors reported no remaining Renaissance IPO ETF position as of Q2 2021 after selling out during the quarter.
  • Legend Financial Advisors sold 6,460 Renaissance IPO ETF shares in Q2 2021, an estimated $402K.
  • Legend Financial Advisors first reported a position in Renaissance IPO ETF in Q4 2020 and held it in 2 quarters.
  • Legend Financial Advisors's Renaissance IPO ETF position peaked at $402K in Q1 2021.
  • 119 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2021.

Based on Legend Financial Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.