Colonial Trust Advisors’s ClearShares Piton Intermediate Fixed Income ETF PIFI Stock Holding History

Colonial Trust Advisors’s Portfolio PIFI Stock Details PIFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$112K	Buy	1,196 +10	+0.8%	+$941	0.01%	264
2026 Q1	$112K	Buy	1,186 +9	+0.8%	+$855	0.01%	258
2025 Q4	$112K	Sell	1,177 -1,016	-46%	-$96.8K	0.01%	256
2025 Q3	$208K	Buy	+2,193	New	+$210K	0.02%	197
2025 Q2	–	Sell	-2,200	Closed	-$206K	–	723
2025 Q1	$206K	Buy	+2,200	New	+$204K	0.02%	200

Other funds holding PIFI

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Colonial Trust Advisors's PIFI Position: Q2 2026 in Review

Colonial Trust Advisors increased its ClearShares Piton Intermediate Fixed Income ETF (PIFI) stake by 0.84% in Q2 2026, buying an estimated $941 and bringing the position to 1,196 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #264.

Colonial Trust Advisors first reported a position in PIFI in Q1 2025 and has held it in 5 quarters since. The position peaked at $208K in Q3 2025. 11 funds tracked by Wall St. Rank hold PIFI as of Q2 2026.

Colonial Trust Advisors held 1,196 shares of ClearShares Piton Intermediate Fixed Income ETF worth $112K as of Q2 2026.
Colonial Trust Advisors bought 10 ClearShares Piton Intermediate Fixed Income ETF shares in Q2 2026, an estimated $941.
ClearShares Piton Intermediate Fixed Income ETF made up 0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #264 holding.
Colonial Trust Advisors first reported a position in ClearShares Piton Intermediate Fixed Income ETF in Q1 2025 and has held it in 5 quarters since.
Colonial Trust Advisors's ClearShares Piton Intermediate Fixed Income ETF position peaked at $208K in Q3 2025.
11 funds tracked by Wall St. Rank held ClearShares Piton Intermediate Fixed Income ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.