Integrated Wealth Concepts’s State Street IG Public & Private Credit ETF PRIV Stock Holding History

Integrated Wealth Concepts’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	$58.8K	Buy	+2,334	New	+$58.8K	﹤0.01%	3235

Other funds holding PRIV

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return

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

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return

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

Breakwater Investment Management Seattle, Washington $294M AUM 14.68% 1-Year Est. Return

Integrated Wealth Concepts's PRIV Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in State Street IG Public & Private Credit ETF (PRIV) in Q2 2026: 2,334 shares worth $58.8K. The stake represents ﹤0.01% of the portfolio and ranks #3235 among its holdings.

25 funds tracked by Wall St. Rank hold PRIV as of Q2 2026.

Integrated Wealth Concepts held 2,334 shares of State Street IG Public & Private Credit ETF worth $58.8K as of Q2 2026.
State Street IG Public & Private Credit ETF was a new Integrated Wealth Concepts position in Q2 2026.
State Street IG Public & Private Credit ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3235 holding.
25 funds tracked by Wall St. Rank held State Street IG Public & Private Credit ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.