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Principal Securities’s Renaissance IPO ETF IPO Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-225
Closed -$11.2K – 2435
2025
Q3 		$11.2K Sell
225
-50
-18% -$2.42K ﹤0.01% 2669
2025
Q2 		$12.4K Buy
275
+250
+1,000% +$10.2K ﹤0.01% 2532
2025
Q1 		$1.09K Hold
25
– – ﹤0.01% 3193
2024
Q4 		$1.09K Sell
25
-25
-50% -$1.12K ﹤0.01% 3186
2024
Q3 		$2.14K Sell
50
-162
-76% -$6.61K ﹤0.01% 2937
2024
Q2 		$8.55K Hold
212
– – ﹤0.01% 2466
2024
Q1 		$8.8K Sell
212
-25
-11% -$938 ﹤0.01% 2390
2023
Q4 		$8.94K Buy
+237
New +$7.85K ﹤0.01% 2303

Other funds holding IPO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Principal Securities's IPO Position: Q4 2025 in Review

Principal Securities sold out of Renaissance IPO ETF (IPO) in Q4 2025, closing a stake of 225 shares — an estimated $11.2K sold.

Principal Securities first reported a position in IPO in Q4 2023 and held it in 8 quarters. The position peaked at $12.4K in Q2 2025. 50 funds tracked by Wall St. Rank hold IPO as of Q4 2025.

  • Principal Securities reported no remaining Renaissance IPO ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 225 Renaissance IPO ETF shares in Q4 2025, an estimated $11.2K.
  • Principal Securities first reported a position in Renaissance IPO ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Renaissance IPO ETF position peaked at $12.4K in Q2 2025.
  • 50 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.