EI
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Ellevest Inc’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Ellevest Inc’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
2020
Q2 		– Sell
-5
Closed – – 1285
2020
Q1 		$0 Buy
+5
New +$212 ﹤0.01% 1250

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PL
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AF
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NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ellevest Inc's PSK Position: Q2 2020 in Review

Ellevest Inc sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q2 2020, closing a stake of 5 shares.

Ellevest Inc first reported a position in PSK in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 150 funds tracked by Wall St. Rank hold PSK as of Q2 2020.

  • Ellevest Inc reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q2 2020 after selling out during the quarter.
  • Ellevest Inc sold 5 State Street SPDR ICE Preferred Securities ETF shares in Q2 2020.
  • Ellevest Inc first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2020 and held it in 1 quarter.
  • Ellevest Inc's State Street SPDR ICE Preferred Securities ETF position peaked at $0 in Q1 2020.
  • 150 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2020.

Based on Ellevest Inc's 13F filing for Q2 2020, filed 6 Jul 2020.