Toth Financial Advisory’s Renaissance IPO ETF IPO Stock Holding History

Toth Financial 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
2021 Q2	–	Sell	-40	Closed	-$2K	–	715
2021 Q1	$2K	Hold	40	–	–	﹤0.01%	593
2020 Q4	$3K	Buy	+40	New	+$2.36K	﹤0.01%	498

Other funds holding IPO

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CFG

CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return

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

Toth Financial Advisory's IPO Position: Q2 2021 in Review

Toth Financial Advisory sold out of Renaissance IPO ETF (IPO) in Q2 2021, closing a stake of 40 shares — an estimated $2K sold.

Toth Financial Advisory first reported a position in IPO in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q4 2020. 119 funds tracked by Wall St. Rank hold IPO as of Q2 2021.

Toth Financial Advisory reported no remaining Renaissance IPO ETF position as of Q2 2021 after selling out during the quarter.
Toth Financial Advisory sold 40 Renaissance IPO ETF shares in Q2 2021, an estimated $2K.
Toth Financial Advisory first reported a position in Renaissance IPO ETF in Q4 2020 and held it in 2 quarters.
Toth Financial Advisory's Renaissance IPO ETF position peaked at $3K in Q4 2020.
119 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2021.

Based on Toth Financial Advisory's 13F filing for Q2 2021, filed 26 Jul 2021.