Physician Wealth Advisors
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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
Q3 		– Sell
-10
Closed -$595 – 2534
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

NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
Elm3 Financial Group
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
SIA
Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return
Tempo Wealth
Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return
Gerber LLC
Gerber LLC Columbus, Ohio $220M AUM 16.73% 1-Year Est. Return
Key Client Fiduciary Advisors
Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SIMA Wealth Partners
SIMA Wealth Partners North Chesterfield, Virginia $143M AUM 10.59% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Physician Wealth Advisors's IPO Position: Q3 2026 in Review

Physician Wealth Advisors sold out of Renaissance IPO ETF (IPO) in Q3 2026, closing a stake of 10 shares — an estimated $595 sold.

Physician Wealth Advisors first reported a position in IPO in Q4 2024 and held it in 7 quarters. The position peaked at $3.84K in Q4 2024. 12 funds tracked by Wall St. Rank hold IPO as of Q3 2026.

  • Physician Wealth Advisors reported no remaining Renaissance IPO ETF position as of Q3 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 10 Renaissance IPO ETF shares in Q3 2026, an estimated $595.
  • Physician Wealth Advisors first reported a position in Renaissance IPO ETF in Q4 2024 and held it in 7 quarters.
  • Physician Wealth Advisors's Renaissance IPO ETF position peaked at $3.84K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.