Gradient Investments’s State Street IG Public & Private Credit ETF PRIV Stock Holding History

Gradient Investments’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 Q2	$25.8M	Buy	1,025,282 +129,964	+15%	+$3.27M	0.36%	86
2026 Q1	$22.6M	Buy	895,318 +124,466	+16%	+$3.17M	0.35%	88
2025 Q4	$19.6M	Buy	770,852 +73,382	+11%	+$1.87M	0.31%	104
2025 Q3	$17.8M	Buy	+697,470	New	+$17.6M	0.3%	103

Other funds holding PRIV

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

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

Gradient Investments's PRIV Position: Q2 2026 in Review

Gradient Investments increased its State Street IG Public & Private Credit ETF (PRIV) stake by 15% in Q2 2026, buying an estimated $3.27M and bringing the position to 1,025,282 shares worth $25.8M. The position accounts for 0.36% of the portfolio, ranked #86.

Gradient Investments first reported a position in PRIV in Q3 2025 and has held it in 4 quarters since. 5 funds tracked by Wall St. Rank hold PRIV as of Q2 2026.

Gradient Investments held 1,025,282 shares of State Street IG Public & Private Credit ETF worth $25.8M as of Q2 2026.
Gradient Investments bought 129,964 State Street IG Public & Private Credit ETF shares in Q2 2026, an estimated $3.27M.
State Street IG Public & Private Credit ETF made up 0.36% of Gradient Investments's portfolio in Q2 2026, its #86 holding.
Gradient Investments first reported a position in State Street IG Public & Private Credit ETF in Q3 2025 and has held it in 4 quarters since.
5 funds tracked by Wall St. Rank held State Street IG Public & Private Credit ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.