DB Wealth Management Group’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

DB Wealth Management 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
2022 Q4	–	Sell	-1,249	Closed	-$44K	–	373
2022 Q3	$44K	Hold	1,249	–	–	0.03%	155
2022 Q2	$45K	Hold	1,249	–	–	0.03%	159
2022 Q1	$49K	Buy	1,249 +1,049	+525%	+$41.9K	0.03%	168
2021 Q4	$9K	Hold	200	–	–	0.01%	279
2021 Q3	$9K	Hold	200	–	–	0.01%	272
2021 Q2	$9K	Hold	200	–	–	0.01%	277
2021 Q1	$9K	Hold	200	–	–	0.01%	285
2020 Q4	$9K	Buy	+200	New	+$8.77K	0.01%	277

Other funds holding PSK

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return