Foresight Wealth Management’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Foresight Wealth 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
2019 Q4	–	Sell	-95,100	Closed	-$4.2M	–	130
2019 Q3	$4.2M	Buy	95,100 +11,455	+14%	+$501K	3.03%	8
2019 Q2	$3.61M	Buy	83,645 +1,831	+2%	+$78.5K	2.73%	10
2019 Q1	$3.49M	Buy	81,814 +16,727	+26%	+$700K	3.03%	6
2018 Q4	$2.58M	Buy	+65,087	New	+$2.65M	2.73%	10

Other funds holding PSK

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

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

Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return