Financial Gravity Asset Management’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Financial Gravity Asset Management’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
2024 Q1	–	Sell	-5	Closed	-$178	–	1291
2023 Q4	$178	Buy	+5	New	+$161	﹤0.01%	1055
2021 Q3	$43K	Hold	5	–	–	0.02%	624
2021 Q2	$44K	Buy	+5	New	+$218	0.02%	611
2020 Q4	$1K	Buy	+26	New	+$1.14K	﹤0.01%	437

Other funds holding PSK

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Financial Gravity Asset Management's PSK Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2024, closing a stake of 5 shares — an estimated $178 sold.

Financial Gravity Asset Management first reported a position in PSK in Q4 2020 and held it in 4 quarters. The position peaked at $44K in Q2 2021. 168 funds tracked by Wall St. Rank hold PSK as of Q1 2024.

Financial Gravity Asset Management reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 5 State Street SPDR ICE Preferred Securities ETF shares in Q1 2024, an estimated $178.
Financial Gravity Asset Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2020 and held it in 4 quarters.
Financial Gravity Asset Management's State Street SPDR ICE Preferred Securities ETF position peaked at $44K in Q2 2021.
168 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.