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

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CFG

CNO Financial Group Carmel, Indiana $175M AUM 2.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MPWT

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BIA

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

Accel Wealth Management's PSK Position: Q2 2023 in Review

Accel Wealth Management sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q2 2023, closing a stake of 286 shares — an estimated $9.73K sold.

Accel Wealth Management first reported a position in PSK in Q4 2020 and held it in 10 quarters. The position peaked at $11K in Q4 2021. 184 funds tracked by Wall St. Rank hold PSK as of Q2 2023.

Accel Wealth Management reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 286 State Street SPDR ICE Preferred Securities ETF shares in Q2 2023, an estimated $9.73K.
Accel Wealth Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's State Street SPDR ICE Preferred Securities ETF position peaked at $11K in Q4 2021.
184 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.