SAG
IPO icon

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
2026
Q1 		– Sell
-42
Closed -$1.93K – 1481
2025
Q4 		$1.93K Buy
+42
New +$1.99K ﹤0.01% 2242

Other funds holding IPO

TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SageView Advisory Group's IPO Position: Q1 2026 in Review

SageView Advisory Group sold out of Renaissance IPO ETF (IPO) in Q1 2026, closing a stake of 42 shares — an estimated $1.93K sold.

SageView Advisory Group first reported a position in IPO in Q4 2025 and held it in 1 quarter. The position peaked at $1.93K in Q4 2025. 55 funds tracked by Wall St. Rank hold IPO as of Q1 2026.

  • SageView Advisory Group reported no remaining Renaissance IPO ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 42 Renaissance IPO ETF shares in Q1 2026, an estimated $1.93K.
  • SageView Advisory Group first reported a position in Renaissance IPO ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Renaissance IPO ETF position peaked at $1.93K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.