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

Centerpoint 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
2022 Q4	–	Sell	-320	Closed	-$11K	–	514
2022 Q3	$11K	Hold	320	–	–	0.01%	217
2022 Q2	$11K	Hold	320	–	–	0.01%	223
2022 Q1	$12K	Hold	320	–	–	0.01%	216
2021 Q4	$14K	Buy	+320	New	+$13.7K	0.01%	199

Other funds holding PSK

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

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Protective Life Birmingham, Alabama $14M AUM 7.42% 1-Year Est. Return

CFG

CNO Financial Group Carmel, Indiana $175M AUM 2.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Centerpoint Advisors's PSK Position: Q4 2022 in Review

Centerpoint Advisors sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q4 2022, closing a stake of 320 shares — an estimated $11K sold.

Centerpoint Advisors first reported a position in PSK in Q4 2021 and held it in 4 quarters. The position peaked at $14K in Q4 2021. 199 funds tracked by Wall St. Rank hold PSK as of Q4 2022.

Centerpoint Advisors reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q4 2022 after selling out during the quarter.
Centerpoint Advisors sold 320 State Street SPDR ICE Preferred Securities ETF shares in Q4 2022, an estimated $11K.
Centerpoint Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2021 and held it in 4 quarters.
Centerpoint Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $14K in Q4 2021.
199 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2022.

Based on Centerpoint Advisors's 13F filing for Q4 2022, filed 24 Jan 2023.