CP
PSK icon

Castleview Partners’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Castleview Partners’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
2024
Q2 		– Sell
-54
Closed -$1.88K – 991
2024
Q1 		$1.88K Sell
54
-38
-41% -$1.31K ﹤0.01% 748
2023
Q4 		$3.08K Sell
92
-821
-90% -$26.4K ﹤0.01% 650
2023
Q3 		$29.6K Sell
913
-488
-35% -$16.1K 0.03% 324
2023
Q2 		$46.9K Hold
1,401
– – 0.04% 258
2023
Q1 		$47.6K Sell
1,401
-26
-2% -$910 0.04% 274
2022
Q4 		$46.8K Buy
1,427
+33
+2% +$1.11K 0.05% 237
2022
Q3 		$49K Buy
1,394
+963
+223% +$35K 0.05% 256
2022
Q2 		$27.8K Sell
431
-1,012
-70% -$36.6K 0.02% 363
2022
Q1 		$56K Sell
1,443
-69,530
-98% -$2.78M 0.03% 332
2021
Q4 		$1.65K Buy
+70,973
New +$3.04M 0.01% 308
2021
Q2 		$39K Buy
+888
New +$38.8K 0.02% 454

Other funds holding PSK

SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return