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SIMA Wealth Partners’s Renaissance IPO ETF IPO Stock Holding History

SIMA Wealth Partners’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
Q2 		$14.9K Hold
250
– – 0.01% 106
2026
Q1 		$10.5K Hold
250
– – 0.01% 114
2025
Q4 		$11.4K Hold
250
– – 0.01% 112
2025
Q3 		$12.4K Hold
250
– – 0.01% 115
2025
Q2 		$11.2K Hold
250
– – 0.01% 117
2025
Q1 		$9.4K Hold
250
– – 0.01% 144
2024
Q4 		$10.9K Buy
250
+200
+400% +$8.98K 0.01% 141
2024
Q3 		$2.15K Buy
+50
New +$2.04K ﹤0.01% 137

Other funds holding IPO

TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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

SIMA Wealth Partners's IPO Position: Q2 2026 in Review

SIMA Wealth Partners held its Renaissance IPO ETF (IPO) position steady in Q2 2026 at 250 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #106.

SIMA Wealth Partners first reported a position in IPO in Q3 2024 and has held it in 8 quarters since. 55 funds tracked by Wall St. Rank hold IPO as of Q2 2026.

  • SIMA Wealth Partners held 250 shares of Renaissance IPO ETF worth $14.9K as of Q2 2026.
  • SIMA Wealth Partners left its Renaissance IPO ETF share count unchanged in Q2 2026.
  • Renaissance IPO ETF made up 0.01% of SIMA Wealth Partners's portfolio in Q2 2026, its #106 holding.
  • SIMA Wealth Partners first reported a position in Renaissance IPO ETF in Q3 2024 and has held it in 8 quarters since.
  • 55 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.