HCR Wealth Advisors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

HCR Wealth Advisors’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
2021 Q1	–	Sell	-2,093,150	Closed	-$13K	–	247
2020 Q4	$13K	Hold	2,093,150	–	–	﹤0.01%	246
2020 Q3	$13K	Hold	2,093,150	–	–	﹤0.01%	219
2020 Q2	$9K	Hold	2,093,150	–	–	﹤0.01%	227
2020 Q1	$12K	Hold	2,093,150	–	–	﹤0.01%	206
2019 Q4	$11K	Buy	+2,093,150	New	+$91.8M	﹤0.01%	209
2019 Q3	–	Sell	-2,093,000	Closed	-$4K	–	159
2019 Q2	$4K	Sell	2,093,000 -150	-0%	-$6.43K	﹤0.01%	154
2019 Q1	$10K	Hold	2,093,150	–	–	﹤0.01%	170
2018 Q4	$9K	Hold	2,093,150	–	–	﹤0.01%	158
2018 Q3	$10K	Hold	2,093,150	–	–	﹤0.01%	155
2018 Q2	$10K	Hold	2,093,150	–	–	﹤0.01%	168
2018 Q1	$10K	Buy	2,093,150 +50	+0%	+$2.15K	﹤0.01%	165
2017 Q4	$8K	Hold	2,093,100	–	–	﹤0.01%	167
2017 Q3	$8K	Hold	2,093,100	–	–	﹤0.01%	161
2017 Q2	$7K	Hold	2,093,100	–	–	﹤0.01%	139
2017 Q1	$8K	Hold	2,093,100	–	–	﹤0.01%	151
2016 Q4	$8K	Buy	+2,093,100	New	+$91.4M	﹤0.01%	149

Other funds holding PSK

Envestnet Asset Management

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

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

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

CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return

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

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

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