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

Atlas Private 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
2026 Q2	$474K	Sell	15,532 -8,072	-34%	-$251K	0.1%	91
2026 Q1	$728K	Sell	23,604 -14,783	-39%	-$473K	0.17%	70
2025 Q4	$1.22M	Sell	38,387 -9,208	-19%	-$298K	0.28%	51
2025 Q3	$1.57M	Sell	47,595 -321,836	-87%	-$10.5M	0.39%	45
2025 Q2	$11.7M	Sell	369,431 -6,993	-2%	-$221K	1.51%	21
2025 Q1	$12.2M	Sell	376,424 -84,832	-18%	-$2.82M	1.7%	19
2024 Q4	$15.2M	Buy	461,256 +14,090	+3%	+$487K	2.16%	15
2024 Q3	$15.9M	Buy	447,166 +303,036	+210%	+$10.5M	2.31%	13
2024 Q2	$4.89M	Buy	144,130 +74,571	+107%	+$2.52M	0.79%	21
2024 Q1	$2.43M	Sell	69,559 -149,011	-68%	-$5.15M	0.81%	22
2023 Q4	$7.33M	Buy	+218,570	New	+$7.03M	1.36%	15

Other funds holding PSK

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SOWBOCOPL

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

CFG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

SAS

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

Atlas Private Wealth Advisors's PSK Position: Q2 2026 in Review

Atlas Private Wealth Advisors reduced its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 34% in Q2 2026, selling an estimated $251K and leaving 15,532 shares worth $474K. The position accounts for 0.1% of the portfolio, ranked #91.

Atlas Private Wealth Advisors first reported a position in PSK in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.9M in Q3 2024. 154 funds tracked by Wall St. Rank hold PSK as of Q2 2026.

Atlas Private Wealth Advisors held 15,532 shares of State Street SPDR ICE Preferred Securities ETF worth $474K as of Q2 2026.
Atlas Private Wealth Advisors sold 8,072 State Street SPDR ICE Preferred Securities ETF shares in Q2 2026, an estimated $251K.
State Street SPDR ICE Preferred Securities ETF made up 0.1% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #91 holding.
Atlas Private Wealth Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2023 and has held it in 11 quarters since.
Atlas Private Wealth Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $15.9M in Q3 2024.
154 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.