Noble Wealth Management PBC’s Renaissance IPO ETF IPO Stock Holding History

Noble Wealth Management PBC’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	–	Sell	-200	Closed	-$8.38K	–	788
2026 Q1	$8.38K	Sell	200 -600	-75%	-$26.8K	﹤0.01%	473
2025 Q4	$36.5K	Hold	800	–	–	0.02%	296
2025 Q3	$39.6K	Buy	+800	New	+$38.8K	0.02%	270

Other funds holding IPO

HVP

Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

APW

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

AWM

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

DWM

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Noble Wealth Management PBC's IPO Position: Q2 2026 in Review

Noble Wealth Management PBC sold out of Renaissance IPO ETF (IPO) in Q2 2026, closing a stake of 200 shares — an estimated $8.38K sold.

Noble Wealth Management PBC first reported a position in IPO in Q3 2025 and held it in 3 quarters. The position peaked at $39.6K in Q3 2025. 7 funds tracked by Wall St. Rank hold IPO as of Q2 2026.

Noble Wealth Management PBC reported no remaining Renaissance IPO ETF position as of Q2 2026 after selling out during the quarter.
Noble Wealth Management PBC sold 200 Renaissance IPO ETF shares in Q2 2026, an estimated $8.38K.
Noble Wealth Management PBC first reported a position in Renaissance IPO ETF in Q3 2025 and held it in 3 quarters.
Noble Wealth Management PBC's Renaissance IPO ETF position peaked at $39.6K in Q3 2025.
7 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.