IPO β€” RENAISSANCE CAP GREENWICH FD IPO ETF

Ownership history in IFP Advisors, Inc  Β·  23 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported RENAISSANCE CAP GREENWICH FD IPO ETF (IPO) in 23 quarterly 13F filings from 2023 Q4 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IPO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFP Advisors, Inc's position in RENAISSANCE CAP GREENWICH FD 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
2023 Q4 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 IFP Advisors, Inc 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 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 621 +421 +210.5% 0.00% $26K 2026-04-13 $46.19
2025 Q4 UNCHANGED 200 β€” 0% 0.00% $9K 2026-02-06 $44.21
2025 Q3 UNCHANGED 200 β€” 0% 0.00% $10K 2025-12-02 $45.53
2025 Q2 UNCHANGED 200 β€” 0% 0.00% $9K 2025-07-24 $45.88
2025 Q1 UNCHANGED 200 β€” 0% 0.00% $8K 2025-05-05 $39.73
2024 Q4 UNCHANGED 200 β€” 0% 0.00% $9K 2025-02-04 $47.03
2024 Q2 UNCHANGED 200 β€” 0% 0.00% $8K 2024-07-30 $39.21
2023 Q4 UNCHANGED 200 β€” 0% 0.00% $8K 2024-01-09 $35.53
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About IFP Advisors, Inc and IPO

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

How long has IFP Advisors, Inc reported owning IPO?

IFP Advisors, Inc reported IPO across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IPO position in IFP Advisors, Inc'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 IFP Advisors, Inc reported 621 shares, equal to 0.00% of portfolio, with an estimated market value of $26K.

What does the chart on this IPO ownership page compare?

The chart compares IFP Advisors, Inc'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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