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

CFS 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 Q2	–	Sell	-44,396	Closed	-$1K	–	451
2022 Q1	$1K	Buy	+44,396	New	+$1.77M	﹤0.01%	378

Other funds holding PSK

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

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

CFG

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

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

FLPIM

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

CFS Investment Advisory Services's PSK Position: Q2 2022 in Review

CFS Investment Advisory Services sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q2 2022, closing a stake of 44,396 shares — an estimated $1K sold.

CFS Investment Advisory Services first reported a position in PSK in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 201 funds tracked by Wall St. Rank hold PSK as of Q2 2022.

CFS Investment Advisory Services reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q2 2022 after selling out during the quarter.
CFS Investment Advisory Services sold 44,396 State Street SPDR ICE Preferred Securities ETF shares in Q2 2022, an estimated $1K.
CFS Investment Advisory Services first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2022 and held it in 1 quarter.
CFS Investment Advisory Services's State Street SPDR ICE Preferred Securities ETF position peaked at $1K in Q1 2022.
201 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2022.

Based on CFS Investment Advisory Services's 13F filing for Q2 2022, filed 16 Aug 2022.