Parallel Advisors’s Renaissance IPO ETF IPO Stock Holding History

Parallel 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	$41.7K	Buy	996 +744	+295%	+$33.2K	﹤0.01%	2088
2025 Q4	$11.5K	Buy	252 +250	+12,500%	+$11.8K	﹤0.01%	2551
2025 Q3	$99	Hold	2	–	–	﹤0.01%	3485
2025 Q2	$90	Buy	+2	New	+$82	﹤0.01%	3471
2022 Q2	–	Sell	-185	Closed	-$8K	–	3162
2022 Q1	$8K	Buy	+185	New	+$8.41K	﹤0.01%	2118
2021 Q1	–	Sell	-60	Closed	-$4K	–	2846
2020 Q4	$4K	Sell	60 -3,797	-98%	-$224K	﹤0.01%	2102
2020 Q3	$202K	Buy	+3,857	New	+$177K	0.01%	555
2019 Q4	–	Sell	-300	Closed	-$8K	–	2446
2019 Q3	$8K	Buy	+300	New	+$9.34K	﹤0.01%	1756

Other funds holding IPO

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Parallel Advisors's IPO Position: Q1 2026 in Review

Parallel Advisors increased its Renaissance IPO ETF (IPO) stake by 295% in Q1 2026, buying an estimated $33.2K and bringing the position to 996 shares worth $41.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2088.

Parallel Advisors first reported a position in IPO in Q3 2019 and has held it in 8 quarters since. The position peaked at $202K in Q3 2020. 55 funds tracked by Wall St. Rank hold IPO as of Q1 2026.

Parallel Advisors held 996 shares of Renaissance IPO ETF worth $41.7K as of Q1 2026.
Parallel Advisors bought 744 Renaissance IPO ETF shares in Q1 2026, an estimated $33.2K.
Renaissance IPO ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #2088 holding.
Parallel Advisors first reported a position in Renaissance IPO ETF in Q3 2019 and has held it in 8 quarters since.
Parallel Advisors's Renaissance IPO ETF position peaked at $202K in Q3 2020.
55 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.