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OneDigital Investment Advisors’s Renaissance IPO ETF IPO Stock Holding History

OneDigital Investment Advisors’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
Q1 		– Sell
-4,634
Closed -$212K – 1542
2025
Q4 		$212K Sell
4,634
-1,030
-18% -$48.8K ﹤0.01% 1417
2025
Q3 		$281K Hold
5,664
– – ﹤0.01% 1216
2025
Q2 		$255K Hold
5,664
– – ﹤0.01% 1257
2025
Q1 		$213K Sell
5,664
-881
-13% -$38.1K ﹤0.01% 1300
2024
Q4 		$285K Buy
+6,545
New +$294K ﹤0.01% 1149

Other funds holding IPO

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OneDigital Investment Advisors's IPO Position: Q1 2026 in Review

OneDigital Investment Advisors sold out of Renaissance IPO ETF (IPO) in Q1 2026, closing a stake of 4,634 shares — an estimated $212K sold.

OneDigital Investment Advisors first reported a position in IPO in Q4 2024 and held it in 5 quarters. The position peaked at $285K in Q4 2024. 55 funds tracked by Wall St. Rank hold IPO as of Q1 2026.

  • OneDigital Investment Advisors reported no remaining Renaissance IPO ETF position as of Q1 2026 after selling out during the quarter.
  • OneDigital Investment Advisors sold 4,634 Renaissance IPO ETF shares in Q1 2026, an estimated $212K.
  • OneDigital Investment Advisors first reported a position in Renaissance IPO ETF in Q4 2024 and held it in 5 quarters.
  • OneDigital Investment Advisors's Renaissance IPO ETF position peaked at $285K in Q4 2024.
  • 55 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.