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Marshall & Sterling Wealth Advisors’s Renaissance IPO ETF IPO Stock Holding History

Marshall & Sterling Wealth 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
2025
Q1 		– Sell
-2
Closed -$87 – 651
2024
Q4 		$87 Buy
+2
New +$90 ﹤0.01% 355

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SA
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's IPO Position: Q1 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Renaissance IPO ETF (IPO) in Q1 2025, closing a stake of 2 shares — an estimated $87 sold.

Marshall & Sterling Wealth Advisors first reported a position in IPO in Q4 2024 and held it in 1 quarter. The position peaked at $87 in Q4 2024. 59 funds tracked by Wall St. Rank hold IPO as of Q1 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Renaissance IPO ETF position as of Q1 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 2 Renaissance IPO ETF shares in Q1 2025, an estimated $87.
  • Marshall & Sterling Wealth Advisors first reported a position in Renaissance IPO ETF in Q4 2024 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Renaissance IPO ETF position peaked at $87 in Q4 2024.
  • 59 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q1 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.