MCF Advisors
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MCF Advisors’s Renaissance IPO ETF IPO Stock Holding History

MCF 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
2026
Q3 		– Sell
-1,003
Closed -$59.6K – 861
2026
Q2 		$59.6K Hold
1,003
– – ﹤0.01% 646
2026
Q1 		$42K Buy
+1,003
New +$44.8K ﹤0.01% 638

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Kestra Private Wealth Services
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NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
Elm3 Financial Group
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
SIA
Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return
Tempo Wealth
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Gerber LLC
Gerber LLC Columbus, Ohio $220M AUM 16.73% 1-Year Est. Return
Key Client Fiduciary Advisors
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Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

MCF Advisors's IPO Position: Q3 2026 in Review

MCF Advisors sold out of Renaissance IPO ETF (IPO) in Q3 2026, closing a stake of 1,003 shares — an estimated $59.6K sold.

MCF Advisors first reported a position in IPO in Q1 2026 and held it in 2 quarters. The position peaked at $59.6K in Q2 2026. 18 funds tracked by Wall St. Rank hold IPO as of Q3 2026.

  • MCF Advisors reported no remaining Renaissance IPO ETF position as of Q3 2026 after selling out during the quarter.
  • MCF Advisors sold 1,003 Renaissance IPO ETF shares in Q3 2026, an estimated $59.6K.
  • MCF Advisors first reported a position in Renaissance IPO ETF in Q1 2026 and held it in 2 quarters.
  • MCF Advisors's Renaissance IPO ETF position peaked at $59.6K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q3 2026.

Based on MCF Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.