CA
PSK icon

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

CGN 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
2026
Q2 		$442K Sell
14,469
-1,902
-12% -$59.1K 0.03% 241
2026
Q1 		$505K Sell
16,371
-6,211
-28% -$199K 0.04% 227
2025
Q4 		$716K Buy
22,582
+683
+3% +$22.1K 0.06% 206
2025
Q3 		$724K Sell
21,899
-999
-4% -$32.6K 0.06% 195
2025
Q2 		$727K Buy
22,898
+1,008
+5% +$31.9K 0.07% 189
2025
Q1 		$709K Buy
21,890
+5,337
+32% +$177K 0.07% 190
2024
Q4 		$546K Sell
16,553
-827
-5% -$28.6K 0.05% 204
2024
Q3 		$620K Sell
17,380
-707
-4% -$24.5K 0.06% 196
2024
Q2 		$614K Buy
18,087
+2,978
+20% +$101K 0.07% 186
2024
Q1 		$527K Sell
15,109
-824
-5% -$28.5K 0.07% 180
2023
Q4 		$534K Sell
15,933
-3,791
-19% -$122K 0.07% 175
2023
Q3 		$640K Sell
19,724
-108
-0.5% -$3.56K 0.09% 172
2023
Q2 		$664K Buy
19,832
+2,673
+16% +$89.5K 0.1% 159
2023
Q1 		$583K Sell
17,159
-110
-0.6% -$3.85K 0.09% 164
2022
Q4 		$567K Buy
17,269
+11,119
+181% +$375K 0.1% 163
2022
Q3 		$214K Sell
6,150
-1,379
-18% -$50.2K 0.05% 223
2022
Q2 		$270K Sell
7,529
-4,732
-39% -$171K 0.08% 185
2022
Q1 		$478K Buy
+12,261
New +$490K 0.12% 154
2021
Q4 		– Sell
-5,893
Closed -$256K – 222
2021
Q3 		$256K Sell
5,893
-152
-3% -$6.64K 0.08% 174
2021
Q2 		$267K Buy
+6,045
New +$264K 0.08% 186

Other funds holding PSK

UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BI
Breachway Investments Charlestown, Rhode Island $66.4M AUM
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return