Commonwealth Equity Services’s ClearShares Piton Intermediate Fixed Income ETF PIFI Stock Holding History

Commonwealth Equity Services’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
2024 Q2	–	Sell	-4,150	Closed	-$381K	–	4134
2024 Q1	$381K	Sell	4,150 -992	-19%	-$91.2K	﹤0.01%	3061
2023 Q4	$475K	Buy	+5,142	New	+$465K	﹤0.01%	2758

Other funds holding PIFI

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIC Wealth Rockville, Maryland $387M AUM 36% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services's PIFI Position: Q2 2024 in Review

Commonwealth Equity Services sold out of ClearShares Piton Intermediate Fixed Income ETF (PIFI) in Q2 2024, closing a stake of 4,150 shares — an estimated $381K sold.

Commonwealth Equity Services first reported a position in PIFI in Q4 2023 and held it in 2 quarters. The position peaked at $475K in Q4 2023. 10 funds tracked by Wall St. Rank hold PIFI as of Q2 2024.

Commonwealth Equity Services reported no remaining ClearShares Piton Intermediate Fixed Income ETF position as of Q2 2024 after selling out during the quarter.
Commonwealth Equity Services sold 4,150 ClearShares Piton Intermediate Fixed Income ETF shares in Q2 2024, an estimated $381K.
Commonwealth Equity Services first reported a position in ClearShares Piton Intermediate Fixed Income ETF in Q4 2023 and held it in 2 quarters.
Commonwealth Equity Services's ClearShares Piton Intermediate Fixed Income ETF position peaked at $475K in Q4 2023.
10 funds tracked by Wall St. Rank held ClearShares Piton Intermediate Fixed Income ETF as of Q2 2024.

Based on Commonwealth Equity Services's 13F filing for Q2 2024, filed 31 Jul 2024.