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Merriman Wealth Management’s Renaissance IPO ETF IPO Stock Holding History

Merriman Wealth 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
2024
Q4 		$757K Sell
17,373
-681
-4% -$30.6K 0.03% 101
2024
Q3 		$774K Buy
+18,054
New +$736K 0.03% 115
2020
Q1 		– Sell
-30,000
Closed -$933K – 179
2019
Q4 		$933K Buy
+30,000
New +$894K 0.18% 98

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
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Merriman Wealth Management's IPO Position: Q4 2024 in Review

Merriman Wealth Management reduced its Renaissance IPO ETF (IPO) stake by 3.8% in Q4 2024, selling an estimated $30.6K and leaving 17,373 shares worth $757K. The position accounts for 0.03% of the portfolio, ranked #101.

Merriman Wealth Management first reported a position in IPO in Q4 2019 and has held it in 3 quarters since. The position peaked at $933K in Q4 2019. 68 funds tracked by Wall St. Rank hold IPO as of Q4 2024.

  • Merriman Wealth Management held 17,373 shares of Renaissance IPO ETF worth $757K as of Q4 2024.
  • Merriman Wealth Management sold 681 Renaissance IPO ETF shares in Q4 2024, an estimated $30.6K.
  • Renaissance IPO ETF made up 0.03% of Merriman Wealth Management's portfolio in Q4 2024, its #101 holding.
  • Merriman Wealth Management first reported a position in Renaissance IPO ETF in Q4 2019 and has held it in 3 quarters since.
  • Merriman Wealth Management's Renaissance IPO ETF position peaked at $933K in Q4 2019.
  • 68 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.