WealthPLAN Partners’s ClearShares Piton Intermediate Fixed Income ETF PIFI Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-1,416	Closed	-$129K	–	903
2023 Q2	$129K	Hold	1,416	–	–	0.02%	355
2023 Q1	$131K	Buy	+1,416	New	+$129K	0.01%	375

Other funds holding PIFI

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIC Wealth Rockville, Maryland $387M AUM 36% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthPLAN Partners's PIFI Position: Q3 2023 in Review

WealthPLAN Partners sold out of ClearShares Piton Intermediate Fixed Income ETF (PIFI) in Q3 2023, closing a stake of 1,416 shares — an estimated $129K sold.

WealthPLAN Partners first reported a position in PIFI in Q1 2023 and held it in 2 quarters. The position peaked at $131K in Q1 2023. 6 funds tracked by Wall St. Rank hold PIFI as of Q3 2023.

WealthPLAN Partners reported no remaining ClearShares Piton Intermediate Fixed Income ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 1,416 ClearShares Piton Intermediate Fixed Income ETF shares in Q3 2023, an estimated $129K.
WealthPLAN Partners first reported a position in ClearShares Piton Intermediate Fixed Income ETF in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's ClearShares Piton Intermediate Fixed Income ETF position peaked at $131K in Q1 2023.
6 funds tracked by Wall St. Rank held ClearShares Piton Intermediate Fixed Income ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.