Activest Wealth Management’s ClearShares Piton Intermediate Fixed Income ETF PIFI Stock Holding History

Activest Wealth Management’s Portfolio PIFI Stock Details PIFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-650	Closed	-$12.9K	–	379
2023 Q2	$12.9K	Buy	+650	New	+$59.9K	0.01%	149

Other funds holding PIFI

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIC Wealth Rockville, Maryland $387M AUM 36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Activest Wealth Management's PIFI Position: Q3 2023 in Review

Activest Wealth Management sold out of ClearShares Piton Intermediate Fixed Income ETF (PIFI) in Q3 2023, closing a stake of 650 shares — an estimated $12.9K sold.

Activest Wealth Management first reported a position in PIFI in Q2 2023 and held it in 1 quarter. The position peaked at $12.9K in Q2 2023. 6 funds tracked by Wall St. Rank hold PIFI as of Q3 2023.

Activest Wealth Management reported no remaining ClearShares Piton Intermediate Fixed Income ETF position as of Q3 2023 after selling out during the quarter.
Activest Wealth Management sold 650 ClearShares Piton Intermediate Fixed Income ETF shares in Q3 2023, an estimated $12.9K.
Activest Wealth Management first reported a position in ClearShares Piton Intermediate Fixed Income ETF in Q2 2023 and held it in 1 quarter.
Activest Wealth Management's ClearShares Piton Intermediate Fixed Income ETF position peaked at $12.9K in Q2 2023.
6 funds tracked by Wall St. Rank held ClearShares Piton Intermediate Fixed Income ETF as of Q3 2023.

Based on Activest Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.