Independent Advisor Alliance’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Independent Advisor Alliance’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
2026 Q2	–	Sell	-6,646	Closed	-$205K	–	1475
2026 Q1	$205K	Buy	+6,646	New	+$212K	﹤0.01%	1492
2025 Q1	–	Sell	-6,653	Closed	-$219K	–	1213
2024 Q4	$219K	Buy	+6,653	New	+$230K	﹤0.01%	1259
2019 Q2	–	Sell	-9,970	Closed	-$426K	–	460
2019 Q1	$426K	Buy	+9,970	New	+$417K	0.06%	250

Other funds holding PSK

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

CFG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

Independent Advisor Alliance's PSK Position: Q2 2026 in Review

Independent Advisor Alliance sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q2 2026, closing a stake of 6,646 shares — an estimated $205K sold.

Independent Advisor Alliance first reported a position in PSK in Q1 2019 and held it in 3 quarters. The position peaked at $426K in Q1 2019. 154 funds tracked by Wall St. Rank hold PSK as of Q2 2026.

Independent Advisor Alliance reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 6,646 State Street SPDR ICE Preferred Securities ETF shares in Q2 2026, an estimated $205K.
Independent Advisor Alliance first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2019 and held it in 3 quarters.
Independent Advisor Alliance's State Street SPDR ICE Preferred Securities ETF position peaked at $426K in Q1 2019.
154 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.