FAG
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Fortitude Advisory Group’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-1,525
Closed -$59K – 1000
2022
Q1 		$59K Buy
+1,525
New +$60.9K 0.03% 486

Other funds holding PSK

PL
Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Fortitude Advisory Group's PSK Position: Q2 2022 in Review

Fortitude Advisory Group sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q2 2022, closing a stake of 1,525 shares — an estimated $59K sold.

Fortitude Advisory Group first reported a position in PSK in Q1 2022 and held it in 1 quarter. The position peaked at $59K in Q1 2022. 201 funds tracked by Wall St. Rank hold PSK as of Q2 2022.

  • Fortitude Advisory Group reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 1,525 State Street SPDR ICE Preferred Securities ETF shares in Q2 2022, an estimated $59K.
  • Fortitude Advisory Group first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2022 and held it in 1 quarter.
  • Fortitude Advisory Group's State Street SPDR ICE Preferred Securities ETF position peaked at $59K in Q1 2022.
  • 201 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.