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Pension & Wealth Management Advisors’s Renaissance IPO ETF IPO Stock Holding History

Pension & Wealth Management 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
2023
Q4 		– Sell
-122
Closed -$3.9K – 326
2023
Q3 		$3.9K Sell
122
-177
-59% -$5.88K ﹤0.01% 230
2023
Q2 		$3.99K Buy
299
+177
+145% +$5.24K ﹤0.01% 235
2023
Q1 		$3.57K Hold
122
– – ﹤0.01% 258
2022
Q4 		$3.02K Buy
+122
New +$3.29K ﹤0.01% 234

Other funds holding IPO

MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Pension & Wealth Management Advisors's IPO Position: Q4 2023 in Review

Pension & Wealth Management Advisors sold out of Renaissance IPO ETF (IPO) in Q4 2023, closing a stake of 122 shares — an estimated $3.9K sold.

Pension & Wealth Management Advisors first reported a position in IPO in Q4 2022 and held it in 4 quarters. The position peaked at $3.99K in Q2 2023. 70 funds tracked by Wall St. Rank hold IPO as of Q4 2023.

  • Pension & Wealth Management Advisors reported no remaining Renaissance IPO ETF position as of Q4 2023 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 122 Renaissance IPO ETF shares in Q4 2023, an estimated $3.9K.
  • Pension & Wealth Management Advisors first reported a position in Renaissance IPO ETF in Q4 2022 and held it in 4 quarters.
  • Pension & Wealth Management Advisors's Renaissance IPO ETF position peaked at $3.99K in Q2 2023.
  • 70 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q4 2023.

Based on Pension & Wealth Management Advisors's 13F filing for Q4 2023, filed 7 Aug 2026.