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Newbridge Financial Services Group’s Renaissance IPO ETF IPO Stock Holding History

Newbridge Financial Services Group’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 		$59.4K Hold
1,000
– – 0.01% 447
2026
Q1 		$41.9K Buy
+1,000
New +$44.7K 0.01% 466

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

Newbridge Financial Services Group's IPO Position: Q2 2026 in Review

Newbridge Financial Services Group held its Renaissance IPO ETF (IPO) position steady in Q2 2026 at 1,000 shares worth $59.4K. The position accounts for 0.01% of the portfolio, ranked #447.

Newbridge Financial Services Group first reported a position in IPO in Q1 2026 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold IPO as of Q2 2026.

  • Newbridge Financial Services Group held 1,000 shares of Renaissance IPO ETF worth $59.4K as of Q2 2026.
  • Newbridge Financial Services Group left its Renaissance IPO ETF share count unchanged in Q2 2026.
  • Renaissance IPO ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #447 holding.
  • Newbridge Financial Services Group first reported a position in Renaissance IPO ETF in Q1 2026 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.