Financial Architects (New Jersey)’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Financial Architects (New Jersey)’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 Q3	–	Sell	-226	Closed	-$9K	–	636
2020 Q2	$9K	Hold	226	–	–	﹤0.01%	661
2020 Q1	$9K	Hold	226	–	–	﹤0.01%	642
2019 Q4	$10K	Hold	226	–	–	﹤0.01%	680
2019 Q3	$10K	Hold	226	–	–	﹤0.01%	729
2019 Q2	$10K	Hold	226	–	–	﹤0.01%	889
2019 Q1	$10K	Hold	226	–	–	﹤0.01%	1087
2018 Q4	$9K	Hold	226	–	–	﹤0.01%	1022
2018 Q3	$10K	Hold	226	–	–	﹤0.01%	1119
2018 Q2	$10K	Hold	226	–	–	﹤0.01%	990
2018 Q1	$10K	Hold	226	–	–	﹤0.01%	1084
2017 Q4	$10K	Hold	226	–	–	﹤0.01%	1159
2017 Q3	$10K	Hold	226	–	–	﹤0.01%	1126
2017 Q2	$10K	Hold	226	–	–	﹤0.01%	1144
2017 Q1	$10K	Hold	226	–	–	﹤0.01%	1141
2016 Q4	$9K	Hold	226	–	–	﹤0.01%	1041
2016 Q3	$10K	Hold	226	–	–	﹤0.01%	1004
2016 Q2	$10K	Hold	226	–	–	﹤0.01%	982
2016 Q1	$10K	Buy	+226	New	+$10.1K	﹤0.01%	756
2015 Q3	–	Sell	-226	Closed	-$10K	–	735
2015 Q2	$10K	Hold	226	–	–	﹤0.01%	800
2015 Q1	$10K	Hold	226	–	–	﹤0.01%	720
2014 Q4	$10K	Hold	226	–	–	﹤0.01%	675
2014 Q3	$10K	Hold	226	–	–	﹤0.01%	609
2014 Q2	$10K	Buy	+226	New	+$9.77K	﹤0.01%	643
2013 Q4	–	Sell	-226	Closed	-$9K	–	452
2013 Q3	$9K	Sell	226 -505	-69%	-$21.2K	0.01%	498
2013 Q2	$32K	Buy	+731	New	+$33.2K	0.02%	290

Other funds holding PSK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Protective Life Birmingham, Alabama $14M AUM 7.42% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Architects (New Jersey)'s PSK Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q3 2020, closing a stake of 226 shares — an estimated $9K sold.

Financial Architects (New Jersey) first reported a position in PSK in Q2 2013 and held it in 25 quarters. The position peaked at $32K in Q2 2013. 170 funds tracked by Wall St. Rank hold PSK as of Q3 2020.

Financial Architects (New Jersey) reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 226 State Street SPDR ICE Preferred Securities ETF shares in Q3 2020, an estimated $9K.
Financial Architects (New Jersey) first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2013 and held it in 25 quarters.
Financial Architects (New Jersey)'s State Street SPDR ICE Preferred Securities ETF position peaked at $32K in Q2 2013.
170 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.