WWM
IPO icon

WJ Wealth Management’s Renaissance IPO ETF IPO Stock Holding History

WJ Wealth 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
2021
Q2 		– Sell
-3,300
Closed -$205K – 44
2021
Q1 		$205K Hold
3,300
– – 0.64% 42
2020
Q4 		$213K Buy
+3,300
New +$195K 0.66% 36

Other funds holding IPO

ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WJ Wealth Management's IPO Position: Q2 2021 in Review

WJ Wealth Management sold out of Renaissance IPO ETF (IPO) in Q2 2021, closing a stake of 3,300 shares — an estimated $205K sold.

WJ Wealth Management first reported a position in IPO in Q4 2020 and held it in 2 quarters. The position peaked at $213K in Q4 2020. 119 funds tracked by Wall St. Rank hold IPO as of Q2 2021.

  • WJ Wealth Management reported no remaining Renaissance IPO ETF position as of Q2 2021 after selling out during the quarter.
  • WJ Wealth Management sold 3,300 Renaissance IPO ETF shares in Q2 2021, an estimated $205K.
  • WJ Wealth Management first reported a position in Renaissance IPO ETF in Q4 2020 and held it in 2 quarters.
  • WJ Wealth Management's Renaissance IPO ETF position peaked at $213K in Q4 2020.
  • 119 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2021.

Based on WJ Wealth Management's 13F filing for Q2 2021, filed 4 Aug 2021.