Arkadios Wealth Advisors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Arkadios Wealth Advisors’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
2021 Q4	–	Sell	-344	Closed	-$14K	–	1461
2021 Q3	$14K	Hold	344	–	–	﹤0.01%	1354
2021 Q2	$15K	Hold	344	–	–	﹤0.01%	1407
2021 Q1	$14K	Buy	344 +338	+5,633%	+$14.6K	﹤0.01%	1090
2020 Q4	$0	Hold	6	–	–	﹤0.01%	1458
2020 Q3	$262	Hold	6	–	–	﹤0.01%	994
2020 Q2	$251	Buy	+6	New	+$249	﹤0.01%	924

Other funds holding PSK

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

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

FLPIM

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

CFG

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 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

Arkadios Wealth Advisors's PSK Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q4 2021, closing a stake of 344 shares — an estimated $14K sold.

Arkadios Wealth Advisors first reported a position in PSK in Q2 2020 and held it in 6 quarters. The position peaked at $15K in Q2 2021. 228 funds tracked by Wall St. Rank hold PSK as of Q4 2021.

Arkadios Wealth Advisors reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 344 State Street SPDR ICE Preferred Securities ETF shares in Q4 2021, an estimated $14K.
Arkadios Wealth Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2020 and held it in 6 quarters.
Arkadios Wealth Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $15K in Q2 2021.
228 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.