Founders Financial Alliance’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Founders Financial Alliance’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
2023 Q4	–	Sell	-170	Closed	-$5.52K	–	497
2023 Q3	$5.52K	Hold	170	–	–	﹤0.01%	440
2023 Q2	$5.69K	Hold	170	–	–	﹤0.01%	468
2023 Q1	$5.77K	Sell	170 -730	-81%	-$25.6K	﹤0.01%	419
2022 Q4	$29.5K	Hold	900	–	–	0.01%	372
2022 Q3	$31K	Buy	900 +80	+10%	+$2.91K	0.02%	361
2022 Q2	$29K	Buy	820 +615	+300%	+$22.3K	0.01%	382
2022 Q1	$8K	Sell	205 -344	-63%	-$13.7K	﹤0.01%	401
2021 Q4	$24K	Hold	549	–	–	0.01%	396
2021 Q3	$24K	Buy	549 +16	+3%	+$699	0.01%	368
2021 Q2	$24K	Hold	533	–	–	0.01%	385
2021 Q1	$23K	Buy	533 +28	+6%	+$1.21K	0.01%	373
2020 Q4	$22K	Hold	505	–	–	0.01%	341
2020 Q3	$22K	Buy	+505	New	+$21.8K	0.01%	559

Other funds holding PSK

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

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return

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

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return