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SageView Advisory Group’s Renaissance IPO ETF IPO Stock Holding History

SageView Advisory 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
Q4 		$1.93K Buy
+42
New +$1.99K ﹤0.01% 2242

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

SageView Advisory Group's IPO Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Renaissance IPO ETF (IPO) in Q4 2025: 42 shares worth $1.93K. The stake represents ﹤0.01% of the portfolio and ranks #2242 among its holdings.

50 funds tracked by Wall St. Rank hold IPO as of Q4 2025.

  • SageView Advisory Group held 42 shares of Renaissance IPO ETF worth $1.93K as of Q4 2025.
  • Renaissance IPO ETF was a new SageView Advisory Group position in Q4 2025.
  • Renaissance IPO ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2242 holding.
  • 50 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.