Koshinski Asset Management’s State Street IG Public & Private Credit ETF PRIV Stock Holding History

Koshinski Asset Management’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 Q3	$263K	Buy	10,941 +17	+0.2%	+$420	0.01%	665
2026 Q2	$275K	Buy	10,924 +17	+0.2%	+$428	0.01%	649
2026 Q1	$275K	Buy	10,907 +9	+0.1%	+$229	0.02%	602
2025 Q4	$277K	Buy	10,898 +2,749	+34%	+$70.2K	0.02%	587
2025 Q3	$208K	Buy	+8,149	New	+$206K	0.01%	676

Other funds holding PRIV

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Breakwater Investment Management Seattle, Washington $302M AUM 10.26% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return

Reflection Asset Management Isle Of Palms, South Carolina $241M AUM 38.4% 1-Year Est. Return

DWM Financial Group Palatine, Illinois $128M AUM

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Zullo Investment Group Scranton, Pennsylvania $310M AUM 32.01% 1-Year Est. Return

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Koshinski Asset Management's PRIV Position: Q3 2026 in Review

Koshinski Asset Management increased its State Street IG Public & Private Credit ETF (PRIV) stake by 0.16% in Q3 2026, buying an estimated $420 and bringing the position to 10,941 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #665.

Koshinski Asset Management first reported a position in PRIV in Q3 2025 and has held it in 5 quarters since. The position peaked at $277K in Q4 2025. 13 funds tracked by Wall St. Rank hold PRIV as of Q3 2026.

Koshinski Asset Management held 10,941 shares of State Street IG Public & Private Credit ETF worth $263K as of Q3 2026.
Koshinski Asset Management bought 17 State Street IG Public & Private Credit ETF shares in Q3 2026, an estimated $420.
State Street IG Public & Private Credit ETF made up 0.01% of Koshinski Asset Management's portfolio in Q3 2026, its #665 holding.
Koshinski Asset Management first reported a position in State Street IG Public & Private Credit ETF in Q3 2025 and has held it in 5 quarters since.
Koshinski Asset Management's State Street IG Public & Private Credit ETF position peaked at $277K in Q4 2025.
13 funds tracked by Wall St. Rank held State Street IG Public & Private Credit ETF as of Q3 2026.

Based on Koshinski Asset Management's 13F filing for Q3 2026, filed 29 Oct 2026.