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StoneX Group’s Renaissance IPO ETF IPO Stock Holding History

StoneX Group’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
Q1 		– Sell
-6,169
Closed -$282K – 1083
2025
Q4 		$282K Sell
6,169
-414
-6% -$19.6K 0.01% 728
2025
Q3 		$326K Sell
6,583
-612
-9% -$29.7K 0.01% 663
2025
Q2 		$323K Sell
7,195
-265
-4% -$10.8K 0.02% 637
2025
Q1 		$280K Buy
7,460
+58
+0.8% +$2.51K 0.02% 668
2024
Q4 		$323K Sell
7,402
-84
-1% -$3.77K 0.02% 580
2024
Q3 		$321K Sell
7,486
-456
-6% -$18.6K 0.14% 196
2024
Q2 		$320K Buy
7,942
+601
+8% +$23.6K 0.15% 196
2024
Q1 		$305K Sell
7,341
-2,389
-25% -$89.6K 0.16% 184
2023
Q4 		$367K Buy
9,730
+1,846
+23% +$61.1K 0.2% 139
2023
Q3 		$252K Sell
7,884
-503
-6% -$16.7K 0.14% 227
2023
Q2 		$274K Buy
8,387
+1,126
+16% +$33.4K 0.15% 204
2023
Q1 		$212K Buy
+7,261
New +$202K 0.13% 276
2022
Q4 		– Sell
-8,377
Closed -$238K – 614
2022
Q3 		$238K Buy
8,377
+276
+3% +$8.93K 0.04% 246
2022
Q2 		$244K Buy
8,101
+1,991
+33% +$67.2K 0.04% 302
2022
Q1 		$269K Buy
6,110
+629
+11% +$28.6K 0.03% 441
2021
Q4 		$317K Buy
5,481
+1,512
+38% +$96.1K 0.04% 394
2021
Q3 		$255K Buy
3,969
+249
+7% +$16.2K 0.04% 409
2021
Q2 		$246K Buy
+3,720
New +$231K 0.04% 406

Other funds holding IPO

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

StoneX Group's IPO Position: Q1 2026 in Review

StoneX Group sold out of Renaissance IPO ETF (IPO) in Q1 2026, closing a stake of 6,169 shares — an estimated $282K sold.

StoneX Group first reported a position in IPO in Q2 2021 and held it in 18 quarters. The position peaked at $367K in Q4 2023. 55 funds tracked by Wall St. Rank hold IPO as of Q1 2026.

  • StoneX Group reported no remaining Renaissance IPO ETF position as of Q1 2026 after selling out during the quarter.
  • StoneX Group sold 6,169 Renaissance IPO ETF shares in Q1 2026, an estimated $282K.
  • StoneX Group first reported a position in Renaissance IPO ETF in Q2 2021 and held it in 18 quarters.
  • StoneX Group's Renaissance IPO ETF position peaked at $367K in Q4 2023.
  • 55 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.