Winthrop Capital Management
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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
Q3 		$131K Buy
2,485
+556
+29% +$30K 0.03% 135
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

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NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
UBS Group
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Elm3 Financial Group
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
SIA
Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

Winthrop Capital Management's IPO Position: Q3 2026 in Review

Winthrop Capital Management increased its Renaissance IPO ETF (IPO) stake by 29% in Q3 2026, buying an estimated $30K and bringing the position to 2,485 shares worth $131K. The position accounts for 0.03% of the portfolio, ranked #135.

Winthrop Capital Management first reported a position in IPO in Q3 2025 and has held it in 5 quarters since. 34 funds tracked by Wall St. Rank hold IPO as of Q3 2026.

  • Winthrop Capital Management held 2,485 shares of Renaissance IPO ETF worth $131K as of Q3 2026.
  • Winthrop Capital Management bought 556 Renaissance IPO ETF shares in Q3 2026, an estimated $30K.
  • Renaissance IPO ETF made up 0.03% of Winthrop Capital Management's portfolio in Q3 2026, its #135 holding.
  • Winthrop Capital Management first reported a position in Renaissance IPO ETF in Q3 2025 and has held it in 5 quarters since.
  • 34 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q3 2026.

Based on Winthrop Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.