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Putney Financial Group’s Renaissance IPO ETF IPO Stock Holding History

Putney Financial Group’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
Q3 		– Sell
-10
Closed -$449 – 174
2025
Q2 		$449 Hold
10
– – ﹤0.01% 283
2025
Q1 		$376 Hold
10
– – ﹤0.01% 274
2024
Q4 		$436 Buy
+10
New +$449 ﹤0.01% 294

Other funds holding IPO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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 $116M AUM 37.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Putney Financial Group's IPO Position: Q3 2025 in Review

Putney Financial Group sold out of Renaissance IPO ETF (IPO) in Q3 2025, closing a stake of 10 shares — an estimated $449 sold.

Putney Financial Group first reported a position in IPO in Q4 2024 and held it in 3 quarters. The position peaked at $449 in Q2 2025. 70 funds tracked by Wall St. Rank hold IPO as of Q3 2025.

  • Putney Financial Group reported no remaining Renaissance IPO ETF position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 10 Renaissance IPO ETF shares in Q3 2025, an estimated $449.
  • Putney Financial Group first reported a position in Renaissance IPO ETF in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's Renaissance IPO ETF position peaked at $449 in Q2 2025.
  • 70 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.