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

Cornerstone Planning 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	$24.2K	Buy	798 +13	+2%	+$404	﹤0.01%	607
2026 Q1	$24.6K	Buy	785 +14	+2%	+$447	﹤0.01%	609
2025 Q4	$25K	Buy	771 +701	+1,001%	+$22.7K	﹤0.01%	530
2025 Q3	$12K	Sell	70 -937	-93%	-$30.5K	﹤0.01%	727
2025 Q2	$32.6K	Buy	1,007 +17	+2%	+$537	0.01%	313
2025 Q1	$31.4K	Sell	990 -93	-9%	-$3.09K	0.01%	315
2024 Q4	$36.8K	Buy	1,083 +11	+1%	+$380	0.01%	223
2024 Q3	$37.6K	Sell	1,072 -11,958	-92%	-$414K	0.01%	221
2024 Q2	$438K	Buy	+13,030	New	+$440K	0.13%	50

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 22.96% 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 Planning Group's PSK Position: Q2 2026 in Review

Cornerstone Planning Group increased its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 1.7% in Q2 2026, buying an estimated $404 and bringing the position to 798 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Cornerstone Planning Group first reported a position in PSK in Q2 2024 and has held it in 9 quarters since. The position peaked at $438K in Q2 2024. 154 funds tracked by Wall St. Rank hold PSK as of Q2 2026.

Cornerstone Planning Group held 798 shares of State Street SPDR ICE Preferred Securities ETF worth $24.2K as of Q2 2026.
Cornerstone Planning Group bought 13 State Street SPDR ICE Preferred Securities ETF shares in Q2 2026, an estimated $404.
State Street SPDR ICE Preferred Securities ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #607 holding.
Cornerstone Planning Group first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2024 and has held it in 9 quarters since.
Cornerstone Planning Group's State Street SPDR ICE Preferred Securities ETF position peaked at $438K in Q2 2024.
154 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.