BRWM
PSK icon

B. Riley Wealth Management’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

B. Riley Wealth Management’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
Q2 		$286 Buy
+7,987
New +$289K ﹤0.01% 543
2020
Q4 		– Sell
-5,295
Closed -$230K – 442
2020
Q3 		$230K Buy
+5,295
New +$228K 0.03% 336

Other funds holding PSK

PL
Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return
PI
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

B. Riley Wealth Management's PSK Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in State Street SPDR ICE Preferred Securities ETF (PSK) in Q2 2022: 7,987 shares worth $286. The stake represents ﹤0.01% of the portfolio and ranks #543 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in PSK as recently as Q3 2020.

B. Riley Wealth Management first reported a position in PSK in Q3 2020 and has held it in 2 quarters since. The position peaked at $230K in Q3 2020. 201 funds tracked by Wall St. Rank hold PSK as of Q2 2022.

  • B. Riley Wealth Management held 7,987 shares of State Street SPDR ICE Preferred Securities ETF worth $286 as of Q2 2022.
  • State Street SPDR ICE Preferred Securities ETF was a new B. Riley Wealth Management position in Q2 2022.
  • State Street SPDR ICE Preferred Securities ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #543 holding.
  • B. Riley Wealth Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q3 2020 and has held it in 2 quarters since.
  • B. Riley Wealth Management's State Street SPDR ICE Preferred Securities ETF position peaked at $230K in Q3 2020.
  • 201 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.