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

Horizon Investments’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
-12,574
Closed -$542K – 324
2020
Q3 		$542K Buy
12,574
+6,180
+97% +$267K 0.02% 271
2020
Q2 		$265K Buy
+6,394
New +$265K 0.01% 394

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

Horizon Investments's PSK Position: Q4 2020 in Review

Horizon Investments sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q4 2020, closing a stake of 12,574 shares — an estimated $542K sold.

Horizon Investments first reported a position in PSK in Q2 2020 and held it in 2 quarters. The position peaked at $542K in Q3 2020. 200 funds tracked by Wall St. Rank hold PSK as of Q4 2020.

  • Horizon Investments reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q4 2020 after selling out during the quarter.
  • Horizon Investments sold 12,574 State Street SPDR ICE Preferred Securities ETF shares in Q4 2020, an estimated $542K.
  • Horizon Investments first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2020 and held it in 2 quarters.
  • Horizon Investments's State Street SPDR ICE Preferred Securities ETF position peaked at $542K in Q3 2020.
  • 200 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2020.

Based on Horizon Investments's 13F filing for Q4 2020, filed 16 Feb 2021.