CAPTRUST Financial Advisors
PSK icon

CAPTRUST Financial Advisors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

CAPTRUST Financial 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
2025
Q3 		– Sell
-14,717
Closed -$467K – 2698
2025
Q2 		$467K Buy
+14,717
New +$465K ﹤0.01% 1773
2024
Q2 		– Sell
-26,666
Closed -$930K – 2237
2024
Q1 		$930K Buy
+26,666
New +$921K ﹤0.01% 1165
2022
Q3 		– Sell
-150
Closed -$5K – 3541
2022
Q2 		$5K Hold
150
– – ﹤0.01% 4112
2022
Q1 		$6K Buy
+150
New +$5.99K ﹤0.01% 4084
2021
Q4 		– Sell
-550
Closed -$24K – 4879
2021
Q3 		$24K Buy
+550
New +$24K ﹤0.01% 3047
2021
Q1 		– Sell
-770
Closed -$34K – 4448
2020
Q4 		$34K Buy
+770
New +$33.8K ﹤0.01% 2005

Other funds holding PSK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 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