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Money Concepts Capital’s Renaissance International IPO ETF IPOS Stock Holding History

Money Concepts Capital’s Portfolio IPOS Stock Details IPOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-246
Closed -$4.15K – 1699
2022
Q4 		$4.15K Buy
+246
New +$3.78K ﹤0.01% 2428
2022
Q2 		– Sell
-145
Closed -$3K – 2040
2022
Q1 		$3K Buy
+145
New +$3.13K ﹤0.01% 2364

Other funds holding IPOS

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Money Concepts Capital's IPOS Position: Q1 2023 in Review

Money Concepts Capital sold out of Renaissance International IPO ETF (IPOS) in Q1 2023, closing a stake of 246 shares — an estimated $4.15K sold.

Money Concepts Capital first reported a position in IPOS in Q1 2022 and held it in 2 quarters. The position peaked at $4.15K in Q4 2022. 7 funds tracked by Wall St. Rank hold IPOS as of Q1 2023.

  • Money Concepts Capital reported no remaining Renaissance International IPO ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 246 Renaissance International IPO ETF shares in Q1 2023, an estimated $4.15K.
  • Money Concepts Capital first reported a position in Renaissance International IPO ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Renaissance International IPO ETF position peaked at $4.15K in Q4 2022.
  • 7 funds tracked by Wall St. Rank held Renaissance International IPO ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.