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

Merkkuri 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
2026
Q2 		– Sell
-302
Closed -$12.7K – 208
2026
Q1 		$12.7K Buy
+302
New +$13.5K 0.01% 208

Other funds holding IPO

TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

Merkkuri Wealth Advisors's IPO Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of Renaissance IPO ETF (IPO) in Q2 2026, closing a stake of 302 shares — an estimated $12.7K sold.

Merkkuri Wealth Advisors first reported a position in IPO in Q1 2026 and held it in 1 quarter. The position peaked at $12.7K in Q1 2026. 55 funds tracked by Wall St. Rank hold IPO as of Q2 2026.

  • Merkkuri Wealth Advisors reported no remaining Renaissance IPO ETF position as of Q2 2026 after selling out during the quarter.
  • Merkkuri Wealth Advisors sold 302 Renaissance IPO ETF shares in Q2 2026, an estimated $12.7K.
  • Merkkuri Wealth Advisors first reported a position in Renaissance IPO ETF in Q1 2026 and held it in 1 quarter.
  • Merkkuri Wealth Advisors's Renaissance IPO ETF position peaked at $12.7K in Q1 2026.
  • 55 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.