ZIG
PRIV

Zullo Investment Group’s State Street IG Public & Private Credit ETF PRIV Stock Holding History

Zullo Investment Group’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 		$228K Hold
9,050
– – 0.08% 144
2026
Q1 		$228K Sell
9,050
-400
-4% -$10.2K 0.09% 135
2025
Q4 		$240K Hold
9,450
– – 0.09% 138
2025
Q3 		$241K Buy
9,450
+50
+0.5% +$1.26K 0.09% 139
2025
Q2 		$237K Buy
+9,400
New +$233K 0.1% 136

Other funds holding PRIV

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Zullo Investment Group's PRIV Position: Q2 2026 in Review

Zullo Investment Group held its State Street IG Public & Private Credit ETF (PRIV) position steady in Q2 2026 at 9,050 shares worth $228K. The position accounts for 0.08% of the portfolio, ranked #144.

Zullo Investment Group first reported a position in PRIV in Q2 2025 and has held it in 5 quarters since. The position peaked at $241K in Q3 2025. 13 funds tracked by Wall St. Rank hold PRIV as of Q2 2026.

  • Zullo Investment Group held 9,050 shares of State Street IG Public & Private Credit ETF worth $228K as of Q2 2026.
  • Zullo Investment Group left its State Street IG Public & Private Credit ETF share count unchanged in Q2 2026.
  • State Street IG Public & Private Credit ETF made up 0.08% of Zullo Investment Group's portfolio in Q2 2026, its #144 holding.
  • Zullo Investment Group first reported a position in State Street IG Public & Private Credit ETF in Q2 2025 and has held it in 5 quarters since.
  • Zullo Investment Group's State Street IG Public & Private Credit ETF position peaked at $241K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held State Street IG Public & Private Credit ETF as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.