LPL Financial’s Renaissance IPO ETF IPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Sell |
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|
2025
Q1 | $2.52M | Buy |
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|
2024
Q4 | $1.29M | Sell |
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|
2024
Q3 | $1.28M | Sell |
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|
2024
Q2 | $1.24M | Sell |
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|
2024
Q1 | $2.16M | Buy |
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|
2023
Q4 | $1.46M | Buy |
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|
2023
Q3 | $1.16M | Sell |
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|
2023
Q2 | $1.19M | Sell |
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|
2023
Q1 | $1.34M | Sell |
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|
2022
Q4 | $1.28M | Sell |
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|
2022
Q3 | $2.03M | Sell |
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|
2022
Q2 | $2.86M | Buy |
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|
2022
Q1 | $3.49M | Sell |
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|
2021
Q4 | $4.97M | Sell |
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|
2021
Q3 | $6.6M | Sell |
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|
2021
Q2 | $7.25M | Buy |
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|
2021
Q1 | $5.7M | Sell |
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|
2020
Q4 | $6.96M | Buy |
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|
2020
Q3 | $1.18M | Buy |
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|
2020
Q2 | $570K | Buy |
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|
2020
Q1 | $345K | Buy |
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|
2019
Q4 | $285K | Sell |
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|
2019
Q3 | $276K | Sell |
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|
2019
Q2 | $315K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $270K | Hold |
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|
2018
Q2 | $266K | Buy |
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|
2018
Q1 | $208K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $242K | Sell |
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|
2015
Q2 | $315K | Sell |
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|
2015
Q1 | $323K | Sell |
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|
2014
Q4 | $324K | Buy |
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|
2014
Q3 | $299K | Buy |
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