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 Q3	$13.2K	Hold	250	–	–	0.01%	108
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	$2.14K	Buy	+50	New	+$2.04K	﹤0.01%	137

Other funds holding IPO

EFG

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

SIA

Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

SIMA Wealth Partners's IPO Position: Q3 2026 in Review

SIMA Wealth Partners held its Renaissance IPO ETF (IPO) position steady in Q3 2026 at 250 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #108.

SIMA Wealth Partners first reported a position in IPO in Q3 2024 and has held it in 9 quarters since. The position peaked at $14.9K in Q2 2026. 9 funds tracked by Wall St. Rank hold IPO as of Q3 2026.

SIMA Wealth Partners held 250 shares of Renaissance IPO ETF worth $13.2K as of Q3 2026.
SIMA Wealth Partners left its Renaissance IPO ETF share count unchanged in Q3 2026.
Renaissance IPO ETF made up 0.01% of SIMA Wealth Partners's portfolio in Q3 2026, its #108 holding.
SIMA Wealth Partners first reported a position in Renaissance IPO ETF in Q3 2024 and has held it in 9 quarters since.
SIMA Wealth Partners's Renaissance IPO ETF position peaked at $14.9K in Q2 2026.
9 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q3 2026.

Based on SIMA Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.