Raymond James Financial’s Renaissance IPO ETF IPO Stock Holding History

Raymond James Financial’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 Q1	$426K	Buy	10,178 +1,306	+15%	+$58.4K	﹤0.01%	4458
2025 Q4	$405K	Sell	8,872 -977	-10%	-$46.2K	﹤0.01%	4404
2025 Q3	$488K	Buy	9,849 +650	+7%	+$31.5K	﹤0.01%	4127
2025 Q2	$413K	Sell	9,199 -970	-10%	-$39.5K	﹤0.01%	4115
2025 Q1	$382K	Buy	10,169 +508	+5%	+$22K	﹤0.01%	4086
2024 Q4	$421K	Buy	+9,661	New	+$434K	﹤0.01%	4003

Other funds holding IPO

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial's IPO Position: Q1 2026 in Review

Raymond James Financial increased its Renaissance IPO ETF (IPO) stake by 15% in Q1 2026, buying an estimated $58.4K and bringing the position to 10,178 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #4458.

Raymond James Financial first reported a position in IPO in Q4 2024 and has held it in 6 quarters since. The position peaked at $488K in Q3 2025. 55 funds tracked by Wall St. Rank hold IPO as of Q1 2026.

Raymond James Financial held 10,178 shares of Renaissance IPO ETF worth $426K as of Q1 2026.
Raymond James Financial bought 1,306 Renaissance IPO ETF shares in Q1 2026, an estimated $58.4K.
Renaissance IPO ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4458 holding.
Raymond James Financial first reported a position in Renaissance IPO ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Renaissance IPO ETF position peaked at $488K in Q3 2025.
55 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.