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 Q2	$302K	Hold	5,086	–	–	0.07%	165
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 $1.64B AUM 26.59% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Twin Peaks Wealth Advisors's IPO Position: Q2 2026 in Review

Twin Peaks Wealth Advisors held its Renaissance IPO ETF (IPO) position steady in Q2 2026 at 5,086 shares worth $302K. The position accounts for 0.07% of the portfolio, ranked #165.

Twin Peaks Wealth Advisors first reported a position in IPO in Q4 2023 and has held it in 10 quarters since. 55 funds tracked by Wall St. Rank hold IPO as of Q2 2026.

Twin Peaks Wealth Advisors held 5,086 shares of Renaissance IPO ETF worth $302K as of Q2 2026.
Twin Peaks Wealth Advisors left its Renaissance IPO ETF share count unchanged in Q2 2026.
Renaissance IPO ETF made up 0.07% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #165 holding.
Twin Peaks Wealth Advisors first reported a position in Renaissance IPO ETF in Q4 2023 and has held it in 10 quarters since.
55 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.