U.S. Capital Wealth Advisors’s ClearShares Piton Intermediate Fixed Income ETF PIFI Stock Holding History

U.S. Capital Wealth Advisors’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 Q1	$94.9M	Sell	1,007,609 -4,725	-0.5%	-$449K	2.39%	5
2025 Q4	$96M	Sell	1,012,334 -7,219	-0.7%	-$688K	2.51%	3
2025 Q3	$96.5M	Buy	1,019,553 +78,810	+8%	+$7.53M	2.6%	4
2025 Q2	$89.5M	Buy	940,743 +13,860	+1%	+$1.31M	2.61%	2
2025 Q1	$87M	Sell	926,883 -23,392	-2%	-$2.17M	2.66%	3
2024 Q4	$87.5M	Sell	950,275 -20,169	-2%	-$1.89M	2.71%	4
2024 Q3	$92.2M	Buy	970,444 +34,149	+4%	+$3.22M	3.25%	3
2024 Q2	$86.1M	Sell	936,295 -27,220	-3%	-$2.49M	3.27%	2
2024 Q1	$88.4M	Buy	963,515 +21,289	+2%	+$1.96M	3.4%	2
2023 Q4	$87.1M	Buy	942,226 +10,756	+1%	+$973K	3.45%	3
2023 Q3	$83.2M	Sell	931,470 -126,175	-12%	-$11.5M	3.74%	2
2023 Q2	$96.5M	Sell	1,057,645 -289,383	-21%	-$26.7M	4.58%	1
2023 Q1	$124M	Sell	1,347,028 -445	-0%	-$40.7K	5.75%	2
2022 Q4	$122M	Buy	1,347,473 +3,003	+0.2%	+$271K	5.64%	2
2022 Q3	$121M	Buy	1,344,470 +20,108	+2%	+$1.86M	6.1%	1
2022 Q2	$123M	Sell	1,324,362 -1,454	-0.1%	-$136K	5.4%	2
2022 Q1	$126M	Buy	1,325,816 +562,574	+74%	+$54.4M	4.6%	2
2021 Q4	$75.2M	Buy	763,242 +403,687	+112%	+$39.8M	2.98%	2
2021 Q3	$35.6M	Buy	+359,555	New	+$35.8M	1.54%	6

Other funds holding PIFI

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CTA

Colonial Trust Advisors Spartanburg, South Carolina $1.29B AUM 19.9% 1-Year Est. Return

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

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

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

U.S. Capital Wealth Advisors's PIFI Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its ClearShares Piton Intermediate Fixed Income ETF (PIFI) stake by 0.47% in Q1 2026, selling an estimated $449K and leaving 1,007,609 shares worth $94.9M. The position accounts for 2.39% of the portfolio, ranked #5.

U.S. Capital Wealth Advisors first reported a position in PIFI in Q3 2021 and has held it in 19 quarters since. The position peaked at $126M in Q1 2022. 11 funds tracked by Wall St. Rank hold PIFI as of Q1 2026.

U.S. Capital Wealth Advisors held 1,007,609 shares of ClearShares Piton Intermediate Fixed Income ETF worth $94.9M as of Q1 2026.
U.S. Capital Wealth Advisors sold 4,725 ClearShares Piton Intermediate Fixed Income ETF shares in Q1 2026, an estimated $449K.
ClearShares Piton Intermediate Fixed Income ETF made up 2.39% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #5 holding.
U.S. Capital Wealth Advisors first reported a position in ClearShares Piton Intermediate Fixed Income ETF in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's ClearShares Piton Intermediate Fixed Income ETF position peaked at $126M in Q1 2022.
11 funds tracked by Wall St. Rank held ClearShares Piton Intermediate Fixed Income ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.