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Steward Partners Investment Advisory’s Renaissance IPO ETF IPO Stock Holding History

Steward Partners Investment Advisory’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
2025
Q4 		– Sell
-9,852
Closed -$488K – 4395
2025
Q3 		$488K Buy
+9,852
New +$478K ﹤0.01% 1392
2024
Q4 		– Sell
-10
Closed -$429 – 4028
2024
Q3 		$429 Hold
10
– – ﹤0.01% 3612
2024
Q2 		$403 Sell
10
-75
-88% -$2.94K ﹤0.01% 3489
2024
Q1 		$3.53K Sell
85
-975
-92% -$36.6K ﹤0.01% 3145
2023
Q4 		$40K Sell
1,060
-15
-1% -$497 ﹤0.01% 2089
2023
Q3 		$34.4K Hold
1,075
– – ﹤0.01% 2075
2023
Q2 		$35.2K Sell
1,075
-130
-11% -$3.85K ﹤0.01% 2032
2023
Q1 		$35.3K Hold
1,205
– – ﹤0.01% 2011
2022
Q4 		$29.8K Sell
1,205
-740
-38% -$19.9K ﹤0.01% 2054
2022
Q3 		$55K Sell
1,945
-3,080
-61% -$99.6K ﹤0.01% 1738
2022
Q2 		$151K Hold
5,025
– – ﹤0.01% 1320
2022
Q1 		$222K Sell
5,025
-283
-5% -$12.9K ﹤0.01% 1254
2021
Q4 		$307K Sell
5,308
-5,158
-49% -$328K ﹤0.01% 1126
2021
Q3 		$673K Buy
10,466
+5,098
+95% +$332K 0.01% 810
2021
Q2 		$355K Sell
5,368
-2,685
-33% -$166K 0.01% 1092
2021
Q1 		$501K Buy
8,053
+5,588
+227% +$377K 0.01% 891
2020
Q4 		$159K Buy
2,465
+1,695
+220% +$100K ﹤0.01% 1165
2020
Q3 		$40K Buy
770
+370
+93% +$17K ﹤0.01% 1596
2020
Q2 		$16K Buy
400
+100
+33% +$3.38K ﹤0.01% 1855
2020
Q1 		$7K Buy
+300
New +$9.3K ﹤0.01% 1970

Other funds holding IPO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Steward Partners Investment Advisory's IPO Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of Renaissance IPO ETF (IPO) in Q4 2025, closing a stake of 9,852 shares — an estimated $488K sold.

Steward Partners Investment Advisory first reported a position in IPO in Q1 2020 and held it in 20 quarters. The position peaked at $673K in Q3 2021. 50 funds tracked by Wall St. Rank hold IPO as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining Renaissance IPO ETF position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 9,852 Renaissance IPO ETF shares in Q4 2025, an estimated $488K.
  • Steward Partners Investment Advisory first reported a position in Renaissance IPO ETF in Q1 2020 and held it in 20 quarters.
  • Steward Partners Investment Advisory's Renaissance IPO ETF position peaked at $673K in Q3 2021.
  • 50 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.