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WFG Advisors’s Renaissance IPO ETF IPO Stock Holding History

WFG 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
2017
Q2 		$11K Hold
450
– – ﹤0.01% 1113
2017
Q1 		$10K Buy
+450
New +$9.96K ﹤0.01% 1077

Other funds holding IPO

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WEC
Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
PG
Patten Group Chattanooga, Tennessee $575M AUM 21.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

WFG Advisors's IPO Position: Q2 2017 in Review

WFG Advisors held its Renaissance IPO ETF (IPO) position steady in Q2 2017 at 450 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

WFG Advisors first reported a position in IPO in Q1 2017 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold IPO as of Q2 2017.

  • WFG Advisors held 450 shares of Renaissance IPO ETF worth $11K as of Q2 2017.
  • WFG Advisors left its Renaissance IPO ETF share count unchanged in Q2 2017.
  • Renaissance IPO ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1113 holding.
  • WFG Advisors first reported a position in Renaissance IPO ETF in Q1 2017 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.