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MAI Capital Management’s Renaissance IPO ETF IPO Stock Holding History

MAI Capital Management’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 		$4.19K Hold
100
– – ﹤0.01% 3604
2025
Q4 		$4.57K Sell
100
-325
-76% -$15.4K ﹤0.01% 3146
2025
Q3 		$21.1K Buy
425
+325
+325% +$15.8K ﹤0.01% 2380
2025
Q2 		$4.49K Hold
100
– – ﹤0.01% 3095
2025
Q1 		$3.75K Hold
100
– – ﹤0.01% 2810
2024
Q4 		$4.36K Buy
+100
New +$4.49K ﹤0.01% 2817

Other funds holding IPO

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MAI Capital Management's IPO Position: Q1 2026 in Review

MAI Capital Management held its Renaissance IPO ETF (IPO) position steady in Q1 2026 at 100 shares worth $4.19K. The position accounts for ﹤0.01% of the portfolio, ranked #3604.

MAI Capital Management first reported a position in IPO in Q4 2024 and has held it in 6 quarters since. The position peaked at $21.1K in Q3 2025. 55 funds tracked by Wall St. Rank hold IPO as of Q1 2026.

  • MAI Capital Management held 100 shares of Renaissance IPO ETF worth $4.19K as of Q1 2026.
  • MAI Capital Management left its Renaissance IPO ETF share count unchanged in Q1 2026.
  • Renaissance IPO ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #3604 holding.
  • MAI Capital Management first reported a position in Renaissance IPO ETF in Q4 2024 and has held it in 6 quarters since.
  • MAI Capital Management's Renaissance IPO ETF position peaked at $21.1K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.