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

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

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

Apollo Management Holdings New York $5.99B AUM 23.97% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

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

Auour Investments Woburn, Massachusetts $318M AUM 11.75% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

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

Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return

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