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 Q3	–	Sell	-798	Closed	-$24.2K	–	1294
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

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Breachway Investments Charlestown, Rhode Island $64.7M AUM 13.78% 1-Year Est. Return

Eagle Harbor Asset Management Seattle, Washington $133M AUM 20.02% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

Cornerstone Planning Group's PSK Position: Q3 2026 in Review

Cornerstone Planning Group sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q3 2026, closing a stake of 798 shares — an estimated $24.2K sold.

Cornerstone Planning Group first reported a position in PSK in Q2 2024 and held it in 9 quarters. The position peaked at $438K in Q2 2024. 27 funds tracked by Wall St. Rank hold PSK as of Q3 2026.

Cornerstone Planning Group reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 798 State Street SPDR ICE Preferred Securities ETF shares in Q3 2026, an estimated $24.2K.
Cornerstone Planning Group first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2024 and held it in 9 quarters.
Cornerstone Planning Group's State Street SPDR ICE Preferred Securities ETF position peaked at $438K in Q2 2024.
27 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.