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AWA
Artemis Wealth Advisors’s
State Street SPDR ICE Preferred Securities ETF
PSK
Stock Holding History
Artemis Wealth Advisors’s Portfolio
PSK Stock Details
PSK Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$335K
Buy
10,865
+113
+1%
+$3.61K
0.05%
40
2025
Q4
$341K
Buy
10,752
+220
+2%
+$7.11K
0.05%
35
2025
Q3
$348K
Buy
10,532
+161
+2%
+$5.25K
0.04%
30
2025
Q2
$329K
Buy
10,371
+171
+2%
+$5.41K
0.04%
25
2025
Q1
$330K
Buy
10,200
+110
+1%
+$3.66K
0.07%
16
2024
Q4
$333K
Buy
10,090
+208
+2%
+$7.19K
0.06%
31
2024
Q3
$352K
Buy
9,882
+154
+2%
+$5.33K
0.04%
25
2024
Q2
$330K
Buy
9,728
+152
+2%
+$5.13K
0.03%
28
2024
Q1
$334K
Buy
9,576
+99
+1%
+$3.42K
0.03%
28
2023
Q4
$318K
Buy
9,477
+50
+0.5%
+$1.61K
0.06%
19
2023
Q3
$306K
Hold
9,427
–
–
0.06%
22
2023
Q2
$316K
Hold
9,427
–
–
0.06%
23
2023
Q1
$320K
Sell
9,427
-41
-0.4%
-$1.44K
0.08%
15
2022
Q4
$311K
Sell
9,468
-1,938
-17%
-$65.3K
0.09%
20
2022
Q3
$398K
Hold
11,406
–
–
0.1%
16
2022
Q2
$296K
Buy
+11,406
New
+$413K
0.08%
27
2021
Q4
–
Sell
-5,439
Closed
-$236K
–
86
2021
Q3
$236K
Buy
5,439
+59
+1%
+$2.58K
0.03%
30
2021
Q2
$238K
Buy
5,380
+609
+13%
+$26.6K
0.03%
26
2021
Q1
$207K
Buy
+4,771
New
+$206K
0.03%
29
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1-Year Est. Return
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$570B AUM
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1-Year Est. Return
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$544B AUM
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1-Year Est. Return
SOWBOCOPL
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$152M AUM
0.51%
1-Year Est. Return
CFG
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$174M AUM
1.66%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
LPL Financial
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$377B AUM
19.32%
1-Year Est. Return
Raymond James Financial
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$324B AUM
22.36%
1-Year Est. Return
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Austin, Texas
$183M AUM
9.95%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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