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MPS Loria Financial Planners’s Renaissance IPO ETF IPO Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-100
Closed -$6K – 331
2021
Q1 		$6K Hold
100
– – ﹤0.01% 333
2020
Q4 		$6K Buy
+100
New +$5.9K ﹤0.01% 351

Other funds holding IPO

ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MPS Loria Financial Planners's IPO Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Renaissance IPO ETF (IPO) in Q2 2021, closing a stake of 100 shares — an estimated $6K sold.

MPS Loria Financial Planners first reported a position in IPO in Q4 2020 and held it in 2 quarters. The position peaked at $6K in Q1 2021. 119 funds tracked by Wall St. Rank hold IPO as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Renaissance IPO ETF position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 100 Renaissance IPO ETF shares in Q2 2021, an estimated $6K.
  • MPS Loria Financial Planners first reported a position in Renaissance IPO ETF in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Renaissance IPO ETF position peaked at $6K in Q1 2021.
  • 119 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.