Altus Wealth Group’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Altus Wealth Group’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
2022 Q4	–	Sell	-11,948	Closed	-$519K	–	152
2022 Q3	$519K	Hold	11,948	–	–	0.52%	54
2022 Q2	$519K	Buy	+11,948	New	+$432K	0.52%	54
2022 Q1	–	Sell	-11,302	Closed	-$485K	–	121
2021 Q4	$485K	Sell	11,302 -646	-5%	-$27.6K	0.4%	58
2021 Q3	$519K	Buy	11,948 +2,419	+25%	+$106K	0.52%	54
2021 Q2	$421K	Buy	9,529 +7	+0.1%	+$306	0.41%	59
2021 Q1	$414K	Buy	9,522 +314	+3%	+$13.5K	0.41%	59
2020 Q4	$409K	Buy	+9,208	New	+$404K	0.39%	50

Other funds holding PSK

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

FLPIM

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

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

CFG

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

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

Altus Wealth Group's PSK Position: Q4 2022 in Review

Altus Wealth Group sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q4 2022, closing a stake of 11,948 shares — an estimated $519K sold.

Altus Wealth Group first reported a position in PSK in Q4 2020 and held it in 7 quarters. The position peaked at $519K in Q3 2022. 199 funds tracked by Wall St. Rank hold PSK as of Q4 2022.

Altus Wealth Group reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q4 2022 after selling out during the quarter.
Altus Wealth Group sold 11,948 State Street SPDR ICE Preferred Securities ETF shares in Q4 2022, an estimated $519K.
Altus Wealth Group first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2020 and held it in 7 quarters.
Altus Wealth Group's State Street SPDR ICE Preferred Securities ETF position peaked at $519K in Q3 2022.
199 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2022.

Based on Altus Wealth Group's 13F filing for Q4 2022, filed 18 Jan 2023.