Beaumont Financial Advisors’s State Street IG Public & Private Credit ETF PRIV Stock Holding History

Beaumont Financial Advisors’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 Q1	$8.35M	Buy	330,905 +303,635	+1,113%	+$7.73M	0.57%	44
2025 Q4	$693K	Buy	27,270 +11,715	+75%	+$299K	0.05%	197
2025 Q3	$397K	Buy	15,555 +3,854	+33%	+$97.2K	0.03%	269
2025 Q2	$295K	Buy	+11,701	New	+$290K	0.02%	301

Other funds holding PRIV

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

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

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Auour Investments Woburn, Massachusetts $349M AUM 13.68% 1-Year Est. Return

WMN

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

BFA

Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return

BWG

Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

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

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

Beaumont Financial Advisors's PRIV Position: Q1 2026 in Review

Beaumont Financial Advisors increased its State Street IG Public & Private Credit ETF (PRIV) stake by 1,113% in Q1 2026, buying an estimated $7.73M and bringing the position to 330,905 shares worth $8.35M. The position accounts for 0.57% of the portfolio, ranked #44.

Beaumont Financial Advisors first reported a position in PRIV in Q2 2025 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold PRIV as of Q1 2026.

Beaumont Financial Advisors held 330,905 shares of State Street IG Public & Private Credit ETF worth $8.35M as of Q1 2026.
Beaumont Financial Advisors bought 303,635 State Street IG Public & Private Credit ETF shares in Q1 2026, an estimated $7.73M.
State Street IG Public & Private Credit ETF made up 0.57% of Beaumont Financial Advisors's portfolio in Q1 2026, its #44 holding.
Beaumont Financial Advisors first reported a position in State Street IG Public & Private Credit ETF in Q2 2025 and has held it in 4 quarters since.
22 funds tracked by Wall St. Rank held State Street IG Public & Private Credit ETF as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.