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

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

FCI

Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 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

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

BIA

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Founders Financial Alliance's PSK Position: Q4 2023 in Review

Founders Financial Alliance sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q4 2023, closing a stake of 170 shares — an estimated $5.52K sold.

Founders Financial Alliance first reported a position in PSK in Q3 2020 and held it in 13 quarters. The position peaked at $31K in Q3 2022. 179 funds tracked by Wall St. Rank hold PSK as of Q4 2023.

Founders Financial Alliance reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q4 2023 after selling out during the quarter.
Founders Financial Alliance sold 170 State Street SPDR ICE Preferred Securities ETF shares in Q4 2023, an estimated $5.52K.
Founders Financial Alliance first reported a position in State Street SPDR ICE Preferred Securities ETF in Q3 2020 and held it in 13 quarters.
Founders Financial Alliance's State Street SPDR ICE Preferred Securities ETF position peaked at $31K in Q3 2022.
179 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2023.

Based on Founders Financial Alliance's 13F filing for Q4 2023, filed 9 Feb 2024.