Simplex Trading
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Simplex Trading’s Renaissance International IPO ETF IPOS Stock Holding History

Simplex Trading’s Portfolio IPOS Stock Details IPOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-100
Closed -$4K – 9273
2025
Q3 		$4K Buy
+100
New +$1.61K ﹤0.01% 8417
2024
Q4 		– Sell
-400
Closed -$17K – 9049
2024
Q3 		$17K Buy
+400
New +$5.17K ﹤0.01% 6797
2024
Q2 		– Sell
-2,200
Closed -$91K – 9278
2024
Q1 		$91K Buy
2,200
+2,000
+1,000% +$26.5K ﹤0.01% 5681
2023
Q4 		$7K Sell
200
-2,100
-91% -$28.4K ﹤0.01% 7666
2023
Q3 		$73K Sell
2,300
-300
-12% -$4.47K ﹤0.01% 5428
2023
Q2 		$85K Buy
+2,600
New +$41.1K ﹤0.01% 5276
2023
Q1 		– Sell
-1,000
Closed -$24K – 9533
2022
Q4 		$24K Sell
1,000
-1,400
-58% -$21.5K ﹤0.01% 6686
2022
Q3 		$68K Sell
2,400
-500
-17% -$8.45K ﹤0.01% 6023
2022
Q2 		$87K Sell
2,900
-112,100
-97% -$2.03M ﹤0.01% 5756
2022
Q1 		$5.07M Buy
+115,000
New +$2.49M ﹤0.01% 1236

Other funds holding IPOS

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return