SFI Advisors’s Renaissance IPO ETF IPO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.01M Sell
2025
Q2
$2.85M Sell
2025
Q1
$2.63M Buy
2024
Q4
$2.98M Sell
2024
Q3
$2.95M Buy
2024
Q2
$2.65M Buy
2024
Q1
$2.59M Buy
2023
Q4
$2.25M Sell
2023
Q3
$1.92M Buy
2023
Q2
$1.9M Buy
2023
Q1
$1.59M Buy
2022
Q4
$798K Buy
2022
Q3
$908K Buy
2022
Q2
$863K Buy
2022
Q1
$1.03K Buy
2021
Q4
$688K Buy