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Medallion Wealth Advisors’s Renaissance IPO ETF IPO Stock Holding History

Medallion 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
-50
Closed -$2.18K – 1090
2024
Q4 		$2.18K Buy
+50
New +$2.25K ﹤0.01% 849

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
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

Medallion Wealth Advisors's IPO Position: Q1 2025 in Review

Medallion Wealth Advisors sold out of Renaissance IPO ETF (IPO) in Q1 2025, closing a stake of 50 shares — an estimated $2.18K sold.

Medallion Wealth Advisors first reported a position in IPO in Q4 2024 and held it in 1 quarter. The position peaked at $2.18K in Q4 2024. 59 funds tracked by Wall St. Rank hold IPO as of Q1 2025.

  • Medallion Wealth Advisors reported no remaining Renaissance IPO ETF position as of Q1 2025 after selling out during the quarter.
  • Medallion Wealth Advisors sold 50 Renaissance IPO ETF shares in Q1 2025, an estimated $2.18K.
  • Medallion Wealth Advisors first reported a position in Renaissance IPO ETF in Q4 2024 and held it in 1 quarter.
  • Medallion Wealth Advisors's Renaissance IPO ETF position peaked at $2.18K in Q4 2024.
  • 59 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q1 2025.

Based on Medallion Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2026.