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Secure Asset Management’s Renaissance IPO ETF IPO Stock Holding History

Secure Asset Management’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
2021
Q1 		– Sell
-4,485
Closed -$289K – 184
2020
Q4 		$289K Buy
4,485
+163
+4% +$9.62K 0.17% 116
2020
Q3 		$226K Buy
+4,322
New +$199K 0.15% 125

Other funds holding IPO

PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LFGH
Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PI
PEAK6 Investments Chicago, Illinois $44.8B AUM 19.99% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Secure Asset Management's IPO Position: Q1 2021 in Review

Secure Asset Management sold out of Renaissance IPO ETF (IPO) in Q1 2021, closing a stake of 4,485 shares — an estimated $289K sold.

Secure Asset Management first reported a position in IPO in Q3 2020 and held it in 2 quarters. The position peaked at $289K in Q4 2020. 129 funds tracked by Wall St. Rank hold IPO as of Q1 2021.

  • Secure Asset Management reported no remaining Renaissance IPO ETF position as of Q1 2021 after selling out during the quarter.
  • Secure Asset Management sold 4,485 Renaissance IPO ETF shares in Q1 2021, an estimated $289K.
  • Secure Asset Management first reported a position in Renaissance IPO ETF in Q3 2020 and held it in 2 quarters.
  • Secure Asset Management's Renaissance IPO ETF position peaked at $289K in Q4 2020.
  • 129 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q1 2021.

Based on Secure Asset Management's 13F filing for Q1 2021, filed 14 Apr 2021.