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 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 $94B AUM 20.14% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Steward Partners Investment Advisory's IPOS Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Renaissance International IPO ETF (IPOS) position steady in Q1 2026 at 29,836 shares worth $544K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Steward Partners Investment Advisory first reported a position in IPOS in Q3 2021 and has held it in 16 quarters since. 6 funds tracked by Wall St. Rank hold IPOS as of Q1 2026.

Steward Partners Investment Advisory held 29,836 shares of Renaissance International IPO ETF worth $544K as of Q1 2026.
Steward Partners Investment Advisory left its Renaissance International IPO ETF share count unchanged in Q1 2026.
Renaissance International IPO ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1480 holding.
Steward Partners Investment Advisory first reported a position in Renaissance International IPO ETF in Q3 2021 and has held it in 16 quarters since.
6 funds tracked by Wall St. Rank held Renaissance International IPO ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.