Baron Financial Group’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Baron Financial Group’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 Q1	–	Sell	-6,465	Closed	-$277K	–	224
2021 Q4	$277K	Sell	6,465 -11,530	-64%	-$493K	0.16%	43
2021 Q3	$782K	Sell	17,995 -3,240	-15%	-$142K	0.47%	32
2021 Q2	$939K	Sell	21,235 -6,370	-23%	-$278K	0.58%	32
2021 Q1	$1.2M	Buy	27,605 +16,265	+143%	+$702K	0.83%	30
2020 Q4	$504K	Buy	11,340 +11,020	+3,444%	+$483K	0.4%	33
2020 Q3	$13.9K	Buy	+320	New	+$13.8K	0.01%	154

Other funds holding PSK

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

FLPIM

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

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

CFG

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

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Baron Financial Group's PSK Position: Q1 2022 in Review

Baron Financial Group sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2022, closing a stake of 6,465 shares — an estimated $277K sold.

Baron Financial Group first reported a position in PSK in Q3 2020 and held it in 6 quarters. The position peaked at $1.2M in Q1 2021. 197 funds tracked by Wall St. Rank hold PSK as of Q1 2022.

Baron Financial Group reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2022 after selling out during the quarter.
Baron Financial Group sold 6,465 State Street SPDR ICE Preferred Securities ETF shares in Q1 2022, an estimated $277K.
Baron Financial Group first reported a position in State Street SPDR ICE Preferred Securities ETF in Q3 2020 and held it in 6 quarters.
Baron Financial Group's State Street SPDR ICE Preferred Securities ETF position peaked at $1.2M in Q1 2021.
197 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2022.

Based on Baron Financial Group's 13F filing for Q1 2022, filed 13 May 2022.