Envestnet Portfolio Solutions’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Envestnet Portfolio Solutions’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 Q1	–	Sell	-38,366	Closed	-$1.22M	–	1457
2025 Q4	$1.22M	Buy	38,366 +5,609	+17%	+$181K	﹤0.01%	695
2025 Q3	$1.08M	Buy	32,757 +2,003	+7%	+$65.3K	﹤0.01%	711
2025 Q2	$977K	Sell	30,754 -3,157	-9%	-$99.8K	﹤0.01%	796
2025 Q1	$1.1M	Buy	33,911 +7,498	+28%	+$249K	﹤0.01%	764
2024 Q4	$871K	Buy	26,413 +1,155	+5%	+$39.9K	﹤0.01%	993
2024 Q3	$901K	Buy	25,258 +3,543	+16%	+$123K	﹤0.01%	940
2024 Q2	$737K	Buy	21,715 +4,989	+30%	+$168K	﹤0.01%	975
2024 Q1	$583K	Buy	+16,726	New	+$578K	﹤0.01%	1052

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

Envestnet Portfolio Solutions's PSK Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2026, closing a stake of 38,366 shares — an estimated $1.22M sold.

Envestnet Portfolio Solutions first reported a position in PSK in Q1 2024 and held it in 8 quarters. The position peaked at $1.22M in Q4 2025. 161 funds tracked by Wall St. Rank hold PSK as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 38,366 State Street SPDR ICE Preferred Securities ETF shares in Q1 2026, an estimated $1.22M.
Envestnet Portfolio Solutions first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2024 and held it in 8 quarters.
Envestnet Portfolio Solutions's State Street SPDR ICE Preferred Securities ETF position peaked at $1.22M in Q4 2025.
161 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.