Howard Wealth Management’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Howard Wealth Management’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 Q4	–	Sell	-4,935	Closed	-$214K	–	132
2021 Q3	$214K	Buy	4,935 +50	+1%	+$2.19K	0.12%	121
2021 Q2	$216K	Buy	+4,885	New	+$213K	0.12%	122
2020 Q1	–	Sell	-4,650	Closed	-$204K	–	388
2019 Q4	$204K	Buy	+4,650	New	+$204K	0.17%	95

Other funds holding PSK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Protective Life Birmingham, Alabama $14M AUM 7.42% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

CFG

CNO Financial Group Carmel, Indiana $175M AUM 2.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Howard Wealth Management's PSK Position: Q4 2021 in Review

Howard Wealth Management sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q4 2021, closing a stake of 4,935 shares — an estimated $214K sold.

Howard Wealth Management first reported a position in PSK in Q4 2019 and held it in 3 quarters. The position peaked at $216K in Q2 2021. 226 funds tracked by Wall St. Rank hold PSK as of Q4 2021.

Howard Wealth Management reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q4 2021 after selling out during the quarter.
Howard Wealth Management sold 4,935 State Street SPDR ICE Preferred Securities ETF shares in Q4 2021, an estimated $214K.
Howard Wealth Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2019 and held it in 3 quarters.
Howard Wealth Management's State Street SPDR ICE Preferred Securities ETF position peaked at $216K in Q2 2021.
226 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2021.

Based on Howard Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.