Tucker Asset Management’s Renaissance IPO ETF IPO Stock Holding History

Tucker Asset Management’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
2023 Q3	–	Sell	-178	Closed	-$5.82K	–	1475
2023 Q2	$5.82K	Sell	178 -77	-30%	-$2.28K	﹤0.01%	644
2023 Q1	$7.46K	Hold	255	–	–	﹤0.01%	615
2022 Q4	$6.28K	Hold	255	–	–	﹤0.01%	411
2022 Q3	$7.14K	Buy	+255	New	+$8.25K	﹤0.01%	377

Other funds holding IPO

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tucker Asset Management's IPO Position: Q3 2023 in Review

Tucker Asset Management sold out of Renaissance IPO ETF (IPO) in Q3 2023, closing a stake of 178 shares — an estimated $5.82K sold.

Tucker Asset Management first reported a position in IPO in Q3 2022 and held it in 4 quarters. The position peaked at $7.46K in Q1 2023. 52 funds tracked by Wall St. Rank hold IPO as of Q3 2023.

Tucker Asset Management reported no remaining Renaissance IPO ETF position as of Q3 2023 after selling out during the quarter.
Tucker Asset Management sold 178 Renaissance IPO ETF shares in Q3 2023, an estimated $5.82K.
Tucker Asset Management first reported a position in Renaissance IPO ETF in Q3 2022 and held it in 4 quarters.
Tucker Asset Management's Renaissance IPO ETF position peaked at $7.46K in Q1 2023.
52 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q3 2023.

Based on Tucker Asset Management's 13F filing for Q3 2023, filed 4 Dec 2023.