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SFI Advisors, LLC

Position in IPO — Renaissance IPO ETF

CIK 1911308 Montclair, NJ

Position in IPO

as of Mar 31, 2026 · filed May 5, 2026
Position Value
$905,236
-$1,564,337 QoQ
Shares Held
21,615
-60.0% QoQ
Ownership
of shares outstanding
% of Portfolio
5.47%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in IPO Over Time

Shares Held

Position Value (USD)

All Filings in IPO

Export CSV
18 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $905,236 21,615
2025-12-31 $2,469,573 54,098
2025-09-30 $3,014,040 60,816
2025-06-30 $2,845,645 63,321
2025-03-31 $2,626,359 69,943
2024-12-31 $2,984,719 68,504
2024-09-30 $2,950,915 68,818
2024-06-30 $2,645,706 65,634
2024-03-31 $2,592,965 62,451
2023-12-31 $2,245,102 59,536
2023-09-30 $1,917,528 59,979
2023-06-30 $1,896,329 57,974
2023-03-31 $1,585,819 54,179
2022-12-31 $797,788 32,273
2022-09-30 $908,146 31,977
2022-06-30 $863,735 28,686
2022-03-31 $1,033,984 23,457
2021-12-31 $870,202 15,045