CBIZ Investment Advisory Services’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

CBIZ Investment Advisory 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
2022 Q1	–	Sell	-9,887	Closed	-$424K	–	29
2021 Q4	$424K	Buy	+9,887	New	+$423K	0.03%	30
2021 Q2	–	Hold	0	–	–	–	31
2020 Q4	–	Hold	0	–	–	–	21
2020 Q3	–	Hold	0	–	–	–	22
2020 Q2	–	Hold	0	–	–	–	21
2020 Q1	–	Hold	0	–	–	–	21
2019 Q4	–	Hold	0	–	–	–	41

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

CBIZ Investment Advisory Services's PSK Position: Q1 2022 in Review

CBIZ Investment Advisory Services sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2022, closing a stake of 9,887 shares — an estimated $424K sold.

CBIZ Investment Advisory Services first reported a position in PSK in Q4 2021 and held it in 1 quarter. The position peaked at $424K in Q4 2021. 197 funds tracked by Wall St. Rank hold PSK as of Q1 2022.

CBIZ Investment Advisory Services reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2022 after selling out during the quarter.
CBIZ Investment Advisory Services sold 9,887 State Street SPDR ICE Preferred Securities ETF shares in Q1 2022, an estimated $424K.
CBIZ Investment Advisory Services first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2021 and held it in 1 quarter.
CBIZ Investment Advisory Services's State Street SPDR ICE Preferred Securities ETF position peaked at $424K in Q4 2021.
197 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2022.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2022, filed 3 May 2022.