CWA
PSK icon

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

Clearview Wealth 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
2021
Q1 		– Sell
-1,305
Closed -$58K – 640
2020
Q4 		$58K Buy
+1,305
New +$57.2K 0.04% 184

Other funds holding PSK

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PL
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Clearview Wealth Advisors's PSK Position: Q1 2021 in Review

Clearview Wealth Advisors sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2021, closing a stake of 1,305 shares — an estimated $58K sold.

Clearview Wealth Advisors first reported a position in PSK in Q4 2020 and held it in 1 quarter. The position peaked at $58K in Q4 2020. 197 funds tracked by Wall St. Rank hold PSK as of Q1 2021.

  • Clearview Wealth Advisors reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2021 after selling out during the quarter.
  • Clearview Wealth Advisors sold 1,305 State Street SPDR ICE Preferred Securities ETF shares in Q1 2021, an estimated $58K.
  • Clearview Wealth Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2020 and held it in 1 quarter.
  • Clearview Wealth Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $58K in Q4 2020.
  • 197 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2021.

Based on Clearview Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.