Koshinski Asset Management, Inc. PRIV SSGA ACTIVE TR

Ownership history in Koshinski Asset Management, Inc.  ·  4 quarters on record

AI Ownership Summary

Koshinski Asset Management, Inc. reported SSGA ACTIVE TR (PRIV) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.02% in 2025 Q4. The latest visible filing shows PRIV at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PRIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Koshinski Asset Management, Inc.'s position in SSGA ACTIVE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PRIV was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Koshinski Asset Management, Inc. held PRIV — position size vs. price
% of Fund (quarterly)    PRIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 10,924 +17 +0.2% 0.01% $275K 2026-07-27 $24.84
2026 Q1 ADDED 10,907 +9 +0.1% 0.02% $275K 2026-04-27 $25.03
2025 Q4 ADDED 10,898 +2,749 +33.7% 0.02% $277K 2026-02-03 $24.92
2025 Q3 INITIATED 8,149 0.01% $208K 2025-11-10 $24.72

FAQ About Koshinski Asset Management, Inc. and PRIV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Koshinski Asset Management, Inc. reported owning PRIV?

Koshinski Asset Management, Inc. reported PRIV across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported PRIV position in Koshinski Asset Management, Inc.'s portfolio?

The largest reported portfolio weight for PRIV was 0.02% in 2025 Q4.

What is the latest reported PRIV position on this page?

The most recent filing on this page is 2026 Q2, when Koshinski Asset Management, Inc. reported 10,924 shares, equal to 0.01% of portfolio, with an estimated market value of $275K.

What does the chart on this PRIV ownership page compare?

The chart compares Koshinski Asset Management, Inc.'s quarterly PRIV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Koshinski Asset Management, Inc. time their PRIV position?

Based on 13F filing dates vs. subsequent PRIV price moves, Koshinski Asset Management, Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on PRIV relative to SPY over the holding period was -10.8%.

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