Cornerstone Financial Group’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Cornerstone Financial Group’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	$633K	Buy	20,731 +207	+1%	+$6.43K	0.39%	44
2026 Q1	$644K	Buy	20,524 +413	+2%	+$13.2K	0.41%	44
2025 Q4	$637K	Buy	20,111 +719	+4%	+$23.2K	0.44%	44
2025 Q3	$641K	Buy	19,392 +1,198	+7%	+$39K	0.5%	45
2025 Q2	$578K	Buy	18,194 +345	+2%	+$10.9K	0.49%	45
2025 Q1	$565K	Buy	17,849 +2,182	+14%	+$72.5K	0.51%	45
2024 Q4	$517K	Buy	+15,667	New	+$542K	0.51%	45

Other funds holding PSK

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

CFG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Cornerstone Financial Group's PSK Position: Q2 2026 in Review

Cornerstone Financial Group increased its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 1% in Q2 2026, buying an estimated $6.43K and bringing the position to 20,731 shares worth $633K. The position accounts for 0.39% of the portfolio, ranked #44.

Cornerstone Financial Group first reported a position in PSK in Q4 2024 and has held it in 7 quarters since. The position peaked at $644K in Q1 2026. 153 funds tracked by Wall St. Rank hold PSK as of Q2 2026.

Cornerstone Financial Group held 20,731 shares of State Street SPDR ICE Preferred Securities ETF worth $633K as of Q2 2026.
Cornerstone Financial Group bought 207 State Street SPDR ICE Preferred Securities ETF shares in Q2 2026, an estimated $6.43K.
State Street SPDR ICE Preferred Securities ETF made up 0.39% of Cornerstone Financial Group's portfolio in Q2 2026, its #44 holding.
Cornerstone Financial Group first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2024 and has held it in 7 quarters since.
Cornerstone Financial Group's State Street SPDR ICE Preferred Securities ETF position peaked at $644K in Q1 2026.
153 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.