LM Advisors’s Renaissance IPO ETF IPO Stock Holding History

LM 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
2024 Q1	–	Sell	-1,000	Closed	-$37.7K	–	463
2023 Q4	$37.7K	Buy	+1,000	New	+$33.1K	0.01%	363

Other funds holding IPO

MMEA

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

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

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

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 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

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

LM Advisors's IPO Position: Q1 2024 in Review

LM Advisors sold out of Renaissance IPO ETF (IPO) in Q1 2024, closing a stake of 1,000 shares — an estimated $37.7K sold.

LM Advisors first reported a position in IPO in Q4 2023 and held it in 1 quarter. The position peaked at $37.7K in Q4 2023. 69 funds tracked by Wall St. Rank hold IPO as of Q1 2024.

LM Advisors reported no remaining Renaissance IPO ETF position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 1,000 Renaissance IPO ETF shares in Q1 2024, an estimated $37.7K.
LM Advisors first reported a position in Renaissance IPO ETF in Q4 2023 and held it in 1 quarter.
LM Advisors's Renaissance IPO ETF position peaked at $37.7K in Q4 2023.
69 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.