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Guardian Wealth Advisors (North Carolina)’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q3 		– Sell
-3,000
Closed -$100K – 441
2023
Q2 		$100K Buy
+3,000
New +$100K 0.02% 249

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SOWBOCOPL
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFG
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LPL Financial
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FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s PSK Position: Q3 2023 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q3 2023, closing a stake of 3,000 shares — an estimated $100K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in PSK in Q2 2023 and held it in 1 quarter. The position peaked at $100K in Q2 2023. 170 funds tracked by Wall St. Rank hold PSK as of Q3 2023.

  • Guardian Wealth Advisors (North Carolina) reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q3 2023 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 3,000 State Street SPDR ICE Preferred Securities ETF shares in Q3 2023, an estimated $100K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2023 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s State Street SPDR ICE Preferred Securities ETF position peaked at $100K in Q2 2023.
  • 170 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q3 2023.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2023, filed 14 Nov 2023.