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Winthrop Capital Management’s Renaissance IPO ETF IPO Stock Holding History

Winthrop Capital 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
2026
Q2 		$115K Buy
1,929
+529
+38% +$27.3K 0.03% 141
2026
Q1 		$59K Sell
1,400
-100
-7% -$4.47K 0.02% 176
2025
Q4 		$68K Buy
1,500
+810
+117% +$38.3K 0.02% 173
2025
Q3 		$34K Buy
+690
New +$33.4K 0.01% 186

Other funds holding IPO

TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Susquehanna International Group
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
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

Winthrop Capital Management's IPO Position: Q2 2026 in Review

Winthrop Capital Management increased its Renaissance IPO ETF (IPO) stake by 38% in Q2 2026, buying an estimated $27.3K and bringing the position to 1,929 shares worth $115K. The position accounts for 0.03% of the portfolio, ranked #141.

Winthrop Capital Management first reported a position in IPO in Q3 2025 and has held it in 4 quarters since. 55 funds tracked by Wall St. Rank hold IPO as of Q2 2026.

  • Winthrop Capital Management held 1,929 shares of Renaissance IPO ETF worth $115K as of Q2 2026.
  • Winthrop Capital Management bought 529 Renaissance IPO ETF shares in Q2 2026, an estimated $27.3K.
  • Renaissance IPO ETF made up 0.03% of Winthrop Capital Management's portfolio in Q2 2026, its #141 holding.
  • Winthrop Capital Management first reported a position in Renaissance IPO ETF in Q3 2025 and has held it in 4 quarters since.
  • 55 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.