CRW
PRIV

Clarity Retirement & Wealth’s State Street IG Public & Private Credit ETF PRIV Stock Holding History

Clarity Retirement & Wealth’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 		– Sell
-42,858
Closed -$1.09M – 38
2025
Q4 		$1.09M Buy
+42,858
New +$1.09M 0.96% 17

Other funds holding PRIV

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
RAM
Reflection Asset Management Isle Of Palms, South Carolina $163M AUM
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
AI
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 $286M AUM 19.63% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

Clarity Retirement & Wealth's PRIV Position: Q1 2026 in Review

Clarity Retirement & Wealth sold out of State Street IG Public & Private Credit ETF (PRIV) in Q1 2026, closing a stake of 42,858 shares — an estimated $1.09M sold.

Clarity Retirement & Wealth first reported a position in PRIV in Q4 2025 and held it in 1 quarter. The position peaked at $1.09M in Q4 2025. 23 funds tracked by Wall St. Rank hold PRIV as of Q1 2026.

  • Clarity Retirement & Wealth reported no remaining State Street IG Public & Private Credit ETF position as of Q1 2026 after selling out during the quarter.
  • Clarity Retirement & Wealth sold 42,858 State Street IG Public & Private Credit ETF shares in Q1 2026, an estimated $1.09M.
  • Clarity Retirement & Wealth first reported a position in State Street IG Public & Private Credit ETF in Q4 2025 and held it in 1 quarter.
  • Clarity Retirement & Wealth's State Street IG Public & Private Credit ETF position peaked at $1.09M in Q4 2025.
  • 23 funds tracked by Wall St. Rank held State Street IG Public & Private Credit ETF as of Q1 2026.

Based on Clarity Retirement & Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.