Accel Wealth Management’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Accel Wealth Management’s Portfolio PSK Stock Details PSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-286	Closed	-$9.73K	–	675
2023 Q1	$9.73K	Buy	286 +2	+0.7%	+$70	﹤0.01%	903
2022 Q4	$9.31K	Buy	284 +6	+2%	+$202	﹤0.01%	723
2022 Q3	$10K	Buy	278 +3	+1%	+$109	0.01%	733
2022 Q2	$10K	Buy	275 +5	+2%	+$181	0.01%	706
2022 Q1	$10K	Buy	270 +3	+1%	+$120	0.01%	711
2021 Q4	$11K	Buy	267 +4	+2%	+$171	0.01%	702
2021 Q3	$11K	Buy	263 +4	+2%	+$175	0.01%	621
2021 Q2	$11K	Buy	259 +3	+1%	+$131	0.01%	681
2021 Q1	$11K	Buy	256 +2	+0.8%	+$86	0.01%	644
2020 Q4	$11K	Buy	+254	New	+$11.1K	0.01%	604

Other funds holding PSK

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

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

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return