Bard Financial Services’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Bard Financial Services’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
2023 Q2	–	Sell	-9,750	Closed	-$331K	–	329
2023 Q1	$331K	Hold	9,750	–	–	0.03%	249
2022 Q4	$320K	Sell	9,750 -12,375	-56%	-$417K	0.03%	241
2022 Q3	$771K	Buy	22,125 +3,625	+20%	+$132K	0.07%	172
2022 Q2	$663K	Buy	18,500 +1,125	+6%	+$40.7K	0.06%	177
2022 Q1	$678K	Sell	17,375 -4,250	-20%	-$170K	0.06%	175
2021 Q4	$928K	Hold	21,625	–	–	0.07%	157
2021 Q3	$940K	Hold	21,625	–	–	0.08%	149
2021 Q2	$956K	Hold	21,625	–	–	0.09%	147
2021 Q1	$939K	Hold	21,625	–	–	0.09%	143
2020 Q4	$960K	Buy	+21,625	New	+$948K	0.1%	136

Other funds holding PSK

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return

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

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Bank of America

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

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return