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

AE 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
2026 Q2	–	Hold	0	–	–	–	2662

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Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

Breakwater Investment Management Seattle, Washington $294M AUM 14.68% 1-Year Est. Return