Retirement Planning Group (Kansas)’s ClearShares Piton Intermediate Fixed Income ETF PIFI Stock Holding History

Retirement Planning Group (Kansas)’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	$1.06M	Buy	11,362 +4,625	+69%	+$435K	0.03%	226
2026 Q1	$634K	Buy	+6,737	New	+$640K	0.02%	263

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CTA

Colonial Trust Advisors Spartanburg, South Carolina $1.44B AUM 26.89% 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

Retirement Planning Group (Kansas)'s PIFI Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its ClearShares Piton Intermediate Fixed Income ETF (PIFI) stake by 69% in Q2 2026, buying an estimated $435K and bringing the position to 11,362 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #226.

Retirement Planning Group (Kansas) first reported a position in PIFI in Q1 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold PIFI as of Q2 2026.

Retirement Planning Group (Kansas) held 11,362 shares of ClearShares Piton Intermediate Fixed Income ETF worth $1.06M as of Q2 2026.
Retirement Planning Group (Kansas) bought 4,625 ClearShares Piton Intermediate Fixed Income ETF shares in Q2 2026, an estimated $435K.
ClearShares Piton Intermediate Fixed Income ETF made up 0.03% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #226 holding.
Retirement Planning Group (Kansas) first reported a position in ClearShares Piton Intermediate Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
11 funds tracked by Wall St. Rank held ClearShares Piton Intermediate Fixed Income ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.