Destiny Wealth Partners’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Destiny Wealth Partners’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 Q1	–	Sell	-534	Closed	-$23K	–	592
2021 Q4	$23K	Hold	534	–	–	﹤0.01%	378
2021 Q3	$23K	Buy	+534	New	+$23.3K	﹤0.01%	365
2021 Q2	–	Sell	-1,613	Closed	-$70K	–	419
2021 Q1	$70K	Hold	1,613	–	–	0.01%	237
2020 Q4	$72K	Buy	+1,613	New	+$70.7K	0.02%	258

Other funds holding PSK

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

FLPIM

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

CFG

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

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Destiny Wealth Partners's PSK Position: Q1 2022 in Review

Destiny Wealth Partners sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2022, closing a stake of 534 shares — an estimated $23K sold.

Destiny Wealth Partners first reported a position in PSK in Q4 2020 and held it in 4 quarters. The position peaked at $72K in Q4 2020. 197 funds tracked by Wall St. Rank hold PSK as of Q1 2022.

Destiny Wealth Partners reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2022 after selling out during the quarter.
Destiny Wealth Partners sold 534 State Street SPDR ICE Preferred Securities ETF shares in Q1 2022, an estimated $23K.
Destiny Wealth Partners first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2020 and held it in 4 quarters.
Destiny Wealth Partners's State Street SPDR ICE Preferred Securities ETF position peaked at $72K in Q4 2020.
197 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2022.

Based on Destiny Wealth Partners's 13F filing for Q1 2022, filed 21 Apr 2022.