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Horan Securities’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Horan Securities’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
2020
Q4 		– Sell
-37
Closed -$2K – 427
2020
Q3 		$2K Buy
+37
New +$1.6K ﹤0.01% 316

Other funds holding PSK

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PL
Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Horan Securities's PSK Position: Q4 2020 in Review

Horan Securities sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q4 2020, closing a stake of 37 shares — an estimated $2K sold.

Horan Securities first reported a position in PSK in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 200 funds tracked by Wall St. Rank hold PSK as of Q4 2020.

  • Horan Securities reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q4 2020 after selling out during the quarter.
  • Horan Securities sold 37 State Street SPDR ICE Preferred Securities ETF shares in Q4 2020, an estimated $2K.
  • Horan Securities first reported a position in State Street SPDR ICE Preferred Securities ETF in Q3 2020 and held it in 1 quarter.
  • Horan Securities's State Street SPDR ICE Preferred Securities ETF position peaked at $2K in Q3 2020.
  • 200 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2020.

Based on Horan Securities's 13F filing for Q4 2020, filed 5 Feb 2021.