Aventura Private Wealth, LLC IPO β€” RENAISSANCE IPO ETF

Ownership history in Aventura Private Wealth, LLC  Β·  1 quarter on record

AI Ownership Summary

Aventura Private Wealth, LLC reported RENAISSANCE IPO ETF (IPO) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. The latest visible filing shows IPO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IPO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aventura Private Wealth, LLC's position in RENAISSANCE IPO ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IPO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Aventura Private Wealth, LLC held IPO β€” position size vs. price
% of Fund (quarterly)    IPO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 180 β€” β€” 0.00% $8K 2026-05-06 $52.29

FAQ About Aventura Private Wealth, LLC and IPO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aventura Private Wealth, LLC reported owning IPO?

Aventura Private Wealth, LLC reported IPO across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported IPO position in Aventura Private Wealth, LLC's portfolio?

The largest reported portfolio weight for IPO was 0.00% in 2026 Q1.

What is the latest reported IPO position on this page?

The most recent filing on this page is 2026 Q1, when Aventura Private Wealth, LLC reported 180 shares, equal to 0.00% of portfolio, with an estimated market value of $8K.

What does the chart on this IPO ownership page compare?

The chart compares Aventura Private Wealth, LLC's quarterly IPO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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