AJ Wealth Strategies’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

AJ Wealth Strategies’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
2020 Q1	–	Sell	-5,834	Closed	-$257K	–	191
2019 Q4	$257K	Hold	5,834	–	–	0.03%	105
2019 Q3	$258K	Hold	5,834	–	–	0.03%	96
2019 Q2	$252K	Buy	+5,834	New	+$250K	0.04%	87

Other funds holding PSK

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

AJ Wealth Strategies's PSK Position: Q1 2020 in Review

AJ Wealth Strategies sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2020, closing a stake of 5,834 shares — an estimated $257K sold.

AJ Wealth Strategies first reported a position in PSK in Q2 2019 and held it in 3 quarters. The position peaked at $258K in Q3 2019. 135 funds tracked by Wall St. Rank hold PSK as of Q1 2020.

AJ Wealth Strategies reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2020 after selling out during the quarter.
AJ Wealth Strategies sold 5,834 State Street SPDR ICE Preferred Securities ETF shares in Q1 2020, an estimated $257K.
AJ Wealth Strategies first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2019 and held it in 3 quarters.
AJ Wealth Strategies's State Street SPDR ICE Preferred Securities ETF position peaked at $258K in Q3 2019.
135 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2020.

Based on AJ Wealth Strategies's 13F filing for Q1 2020, filed 15 May 2020.