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

Steward Partners Investment Advisory’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
2026 Q2	$506K	Sell	19,751 -10,085	-34%	-$223K	﹤0.01%	1688
2026 Q1	$544K	Hold	29,836	–	–	﹤0.01%	1480
2025 Q4	$504K	Hold	29,836	–	–	﹤0.01%	1417
2025 Q3	$523K	Buy	+29,836	New	+$480K	﹤0.01%	1350
2024 Q4	–	Sell	-10	Closed	-$132	–	4029
2024 Q3	$132	Hold	10	–	–	﹤0.01%	3664
2024 Q2	$130	Hold	10	–	–	﹤0.01%	3548
2024 Q1	$137	Hold	10	–	–	﹤0.01%	3492
2023 Q4	$141	Hold	10	–	–	﹤0.01%	3428
2023 Q3	$137	Hold	10	–	–	﹤0.01%	3311
2023 Q2	$153	Hold	10	–	–	﹤0.01%	3252
2023 Q1	$164	Hold	10	–	–	﹤0.01%	3236
2022 Q4	$169	Hold	10	–	–	﹤0.01%	3269
2022 Q3	$0	Sell	10 -2,000	-100%	-$33.8K	﹤0.01%	3309
2022 Q2	$37K	Hold	2,010	–	–	﹤0.01%	1946
2022 Q1	$39K	Hold	2,010	–	–	﹤0.01%	2046
2021 Q4	$51K	Sell	2,010 -5	-0.2%	-$141	﹤0.01%	1894
2021 Q3	$60K	Buy	+2,015	New	+$66.7K	﹤0.01%	1795

Other funds holding IPOS

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Steward Partners Investment Advisory's IPOS Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Renaissance International IPO ETF (IPOS) stake by 34% in Q2 2026, selling an estimated $223K and leaving 19,751 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #1688.

Steward Partners Investment Advisory first reported a position in IPOS in Q3 2021 and has held it in 17 quarters since. The position peaked at $544K in Q1 2026. 10 funds tracked by Wall St. Rank hold IPOS as of Q2 2026.

Steward Partners Investment Advisory held 19,751 shares of Renaissance International IPO ETF worth $506K as of Q2 2026.
Steward Partners Investment Advisory sold 10,085 Renaissance International IPO ETF shares in Q2 2026, an estimated $223K.
Renaissance International IPO ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1688 holding.
Steward Partners Investment Advisory first reported a position in Renaissance International IPO ETF in Q3 2021 and has held it in 17 quarters since.
Steward Partners Investment Advisory's Renaissance International IPO ETF position peaked at $544K in Q1 2026.
10 funds tracked by Wall St. Rank held Renaissance International IPO ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.