WPA
PRIV

Wealth Preservation Advisors’s State Street IG Public & Private Credit ETF PRIV Stock Holding History

Wealth Preservation Advisors’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 		$845K Buy
33,552
+24,918
+289% +$628K 0.48% 28
2026
Q1 		$218K Hold
8,634
– – 0.18% 58
2025
Q4 		$219K Buy
+8,634
New +$220K 0.11% 85

Other funds holding PRIV

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
BIM
Breakwater Investment Management Seattle, Washington $294M AUM 14.68% 1-Year Est. Return

Wealth Preservation Advisors's PRIV Position: Q2 2026 in Review

Wealth Preservation Advisors increased its State Street IG Public & Private Credit ETF (PRIV) stake by 289% in Q2 2026, buying an estimated $628K and bringing the position to 33,552 shares worth $845K. The position accounts for 0.48% of the portfolio, ranked #28.

Wealth Preservation Advisors first reported a position in PRIV in Q4 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold PRIV as of Q2 2026.

  • Wealth Preservation Advisors held 33,552 shares of State Street IG Public & Private Credit ETF worth $845K as of Q2 2026.
  • Wealth Preservation Advisors bought 24,918 State Street IG Public & Private Credit ETF shares in Q2 2026, an estimated $628K.
  • State Street IG Public & Private Credit ETF made up 0.48% of Wealth Preservation Advisors's portfolio in Q2 2026, its #28 holding.
  • Wealth Preservation Advisors first reported a position in State Street IG Public & Private Credit ETF in Q4 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held State Street IG Public & Private Credit ETF as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.