Level Four Advisory Services’s Renaissance IPO ETF IPO Stock Holding History

Level Four Advisory Services’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
2022 Q2	–	Sell	-4,825	Closed	-$213K	–	607
2022 Q1	$213K	Buy	+4,825	New	+$219K	0.02%	588

Other funds holding IPO

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

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

TWM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Level Four Advisory Services's IPO Position: Q2 2022 in Review

Level Four Advisory Services sold out of Renaissance IPO ETF (IPO) in Q2 2022, closing a stake of 4,825 shares — an estimated $213K sold.

Level Four Advisory Services first reported a position in IPO in Q1 2022 and held it in 1 quarter. The position peaked at $213K in Q1 2022. 84 funds tracked by Wall St. Rank hold IPO as of Q2 2022.

Level Four Advisory Services reported no remaining Renaissance IPO ETF position as of Q2 2022 after selling out during the quarter.
Level Four Advisory Services sold 4,825 Renaissance IPO ETF shares in Q2 2022, an estimated $213K.
Level Four Advisory Services first reported a position in Renaissance IPO ETF in Q1 2022 and held it in 1 quarter.
Level Four Advisory Services's Renaissance IPO ETF position peaked at $213K in Q1 2022.
84 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2022.

Based on Level Four Advisory Services's 13F filing for Q2 2022, filed 8 Aug 2022.