NW
IPO icon

NewEdge Wealth’s Renaissance IPO ETF IPO Stock Holding History

NewEdge Wealth’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 		$383K Buy
+6,450
New +$333K ﹤0.01% 943

Other funds holding IPO

TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 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
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 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
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NewEdge Wealth's IPO Position: Q2 2026 in Review

NewEdge Wealth opened a new position in Renaissance IPO ETF (IPO) in Q2 2026: 6,450 shares worth $383K. The stake represents ﹤0.01% of the portfolio and ranks #943 among its holdings.

34 funds tracked by Wall St. Rank hold IPO as of Q2 2026.

  • NewEdge Wealth held 6,450 shares of Renaissance IPO ETF worth $383K as of Q2 2026.
  • Renaissance IPO ETF was a new NewEdge Wealth position in Q2 2026.
  • Renaissance IPO ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #943 holding.
  • 34 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.