Twin Peaks Wealth Advisors’s Renaissance IPO ETF IPO Stock Holding History

Twin Peaks Wealth Advisors’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	$213K	Hold	5,086	–	–	0.05%	175
2025 Q4	$232K	Buy	5,086 +37	+0.7%	+$1.75K	0.07%	166
2025 Q3	$250K	Sell	5,049 -298	-6%	-$14.4K	0.09%	146
2025 Q2	$271K	Buy	+5,347	New	+$218K	0.09%	132
2025 Q1	–	Sell	-6,320	Closed	-$275K	–	147
2024 Q4	$275K	Buy	6,320 +673	+12%	+$30.2K	0.12%	115
2024 Q3	$242K	Hold	5,647	–	–	0.11%	112
2024 Q2	$228K	Hold	5,647	–	–	0.11%	116
2024 Q1	$234K	Hold	5,647	–	–	0.13%	115
2023 Q4	$213K	Buy	+5,647	New	+$187K	0.14%	113

Other funds holding IPO

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

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

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

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

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

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

Twin Peaks Wealth Advisors's IPO Position: Q1 2026 in Review

Twin Peaks Wealth Advisors held its Renaissance IPO ETF (IPO) position steady in Q1 2026 at 5,086 shares worth $213K. The position accounts for 0.05% of the portfolio, ranked #175.

Twin Peaks Wealth Advisors first reported a position in IPO in Q4 2023 and has held it in 9 quarters since. The position peaked at $275K in Q4 2024. 55 funds tracked by Wall St. Rank hold IPO as of Q1 2026.

Twin Peaks Wealth Advisors held 5,086 shares of Renaissance IPO ETF worth $213K as of Q1 2026.
Twin Peaks Wealth Advisors left its Renaissance IPO ETF share count unchanged in Q1 2026.
Renaissance IPO ETF made up 0.05% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #175 holding.
Twin Peaks Wealth Advisors first reported a position in Renaissance IPO ETF in Q4 2023 and has held it in 9 quarters since.
Twin Peaks Wealth Advisors's Renaissance IPO ETF position peaked at $275K in Q4 2024.
55 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.