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Integrated Wealth Concepts’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Integrated Wealth Concepts’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
2023
Q1 		– Sell
-23,150
Closed -$760K – 1381
2022
Q4 		$760K Sell
23,150
-711
-3% -$24K 0.02% 536
2022
Q3 		$832K Sell
23,861
-450
-2% -$16.4K 0.03% 463
2022
Q2 		$872K Sell
24,311
-2,196
-8% -$79.5K 0.03% 455
2022
Q1 		$1.03M Buy
26,507
+2,026
+8% +$80.9K 0.03% 386
2021
Q4 		$1.05M Buy
24,481
+3,325
+16% +$142K 0.03% 405
2021
Q3 		$919K Buy
21,156
+2,250
+12% +$98.3K 0.03% 412
2021
Q2 		$836K Sell
18,906
-1,200
-6% -$52.4K 0.03% 402
2021
Q1 		$873K Buy
20,106
+2,975
+17% +$128K 0.04% 325
2020
Q4 		$761K Buy
17,131
+5,450
+47% +$239K 0.04% 301
2020
Q3 		$508K Buy
11,681
+4,975
+74% +$215K 0.03% 339
2020
Q2 		$281K Buy
+6,706
New +$278K 0.02% 421

Other funds holding PSK

PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return