AFWM
PRIV

Abich Financial Wealth Management’s State Street IG Public & Private Credit ETF PRIV Stock Holding History

Abich Financial Wealth Management’s Portfolio PRIV Stock Details PRIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$12.1M Buy
+476,027
New +$12M 4.32% 7

Other funds holding PRIV

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AI
Auour Investments Woburn, Massachusetts $349M AUM 13.68% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Abich Financial Wealth Management's PRIV Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in State Street IG Public & Private Credit ETF (PRIV) in Q3 2025: 476,027 shares worth $12.1M. The stake represents 4.32% of the portfolio and ranks #7 among its holdings.

22 funds tracked by Wall St. Rank hold PRIV as of Q3 2025.

  • Abich Financial Wealth Management held 476,027 shares of State Street IG Public & Private Credit ETF worth $12.1M as of Q3 2025.
  • State Street IG Public & Private Credit ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • State Street IG Public & Private Credit ETF made up 4.32% of Abich Financial Wealth Management's portfolio in Q3 2025, its #7 holding.
  • 22 funds tracked by Wall St. Rank held State Street IG Public & Private Credit ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.