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Physician Wealth Advisors’s Renaissance IPO ETF IPO Stock Holding History

Physician Wealth 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
Q2 		$595 Hold
10
– – ﹤0.01% 2030
2026
Q1 		$419 Hold
10
– – ﹤0.01% 1978
2025
Q4 		$457 Hold
10
– – ﹤0.01% 1928
2025
Q3 		$496 Hold
10
– – ﹤0.01% 1812
2025
Q2 		$450 Hold
10
– – ﹤0.01% 1741
2025
Q1 		$376 Sell
10
-78
-89% -$3.37K ﹤0.01% 1383
2024
Q4 		$3.84K Buy
+88
New +$3.95K ﹤0.01% 767

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
IA
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

Physician Wealth Advisors's IPO Position: Q2 2026 in Review

Physician Wealth Advisors held its Renaissance IPO ETF (IPO) position steady in Q2 2026 at 10 shares worth $595. The position accounts for ﹤0.01% of the portfolio, ranked #2030.

Physician Wealth Advisors first reported a position in IPO in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.84K in Q4 2024. 7 funds tracked by Wall St. Rank hold IPO as of Q2 2026.

  • Physician Wealth Advisors held 10 shares of Renaissance IPO ETF worth $595 as of Q2 2026.
  • Physician Wealth Advisors left its Renaissance IPO ETF share count unchanged in Q2 2026.
  • Renaissance IPO ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2030 holding.
  • Physician Wealth Advisors first reported a position in Renaissance IPO ETF in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Renaissance IPO ETF position peaked at $3.84K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.