U.S. Capital Wealth Advisors’s Renaissance IPO ETF IPO Stock Holding History

U.S. Capital 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	$1.82M	Buy	+43,528	New	+$1.95M	0.05%	371

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

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

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

U.S. Capital Wealth Advisors's IPO Position: Q1 2026 in Review

U.S. Capital Wealth Advisors opened a new position in Renaissance IPO ETF (IPO) in Q1 2026: 43,528 shares worth $1.82M. The stake represents 0.05% of the portfolio and ranks #371 among its holdings.

55 funds tracked by Wall St. Rank hold IPO as of Q1 2026.

U.S. Capital Wealth Advisors held 43,528 shares of Renaissance IPO ETF worth $1.82M as of Q1 2026.
Renaissance IPO ETF was a new U.S. Capital Wealth Advisors position in Q1 2026.
Renaissance IPO ETF made up 0.05% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #371 holding.
55 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.