Clear Street’s Live Oak Acquisition Corp V Units LOKVU Stock Holding History

Clear Street’s Portfolio LOKVU Stock Details LOKVU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-62,609	Closed	-$673K	–	1191
2025 Q4	$673K	Buy	62,609 +51,308	+454%	+$547K	﹤0.01%	342
2025 Q3	$118K	Buy	+11,301	New	+$120K	﹤0.01%	393
2025 Q2	–	Sell	-161,425	Closed	-$1.63M	–	749
2025 Q1	$1.63M	Buy	+161,425	New	+$1.62M	0.01%	58

Other funds holding LOKVU

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clear Street's LOKVU Position: Q1 2026 in Review

Clear Street sold out of Live Oak Acquisition Corp V Units (LOKVU) in Q1 2026, closing a stake of 62,609 shares — an estimated $673K sold.

Clear Street first reported a position in LOKVU in Q1 2025 and held it in 3 quarters. The position peaked at $1.63M in Q1 2025. 3 funds tracked by Wall St. Rank hold LOKVU as of Q1 2026.

Clear Street reported no remaining Live Oak Acquisition Corp V Units position as of Q1 2026 after selling out during the quarter.
Clear Street sold 62,609 Live Oak Acquisition Corp V Units shares in Q1 2026, an estimated $673K.
Clear Street first reported a position in Live Oak Acquisition Corp V Units in Q1 2025 and held it in 3 quarters.
Clear Street's Live Oak Acquisition Corp V Units position peaked at $1.63M in Q1 2025.
3 funds tracked by Wall St. Rank held Live Oak Acquisition Corp V Units as of Q1 2026.

Based on Clear Street's 13F filing for Q1 2026, filed 15 May 2026.