Intercontinental Wealth Advisors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Intercontinental Wealth Advisors’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 Q1	–	Sell	-860	Closed	-$38K	–	269
2019 Q4	$38K	Sell	860 -215	-20%	-$9.43K	0.03%	197
2019 Q3	$47K	Hold	1,075	–	–	0.03%	220
2019 Q2	$46K	Hold	1,075	–	–	0.02%	211
2019 Q1	$46K	Hold	1,075	–	–	0.02%	229
2018 Q4	$43K	Buy	+1,075	New	+$43.8K	0.02%	228

Other funds holding PSK

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Intercontinental Wealth Advisors's PSK Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2020, closing a stake of 860 shares — an estimated $38K sold.

Intercontinental Wealth Advisors first reported a position in PSK in Q4 2018 and held it in 5 quarters. The position peaked at $47K in Q3 2019. 134 funds tracked by Wall St. Rank hold PSK as of Q1 2020.

Intercontinental Wealth Advisors reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2020 after selling out during the quarter.
Intercontinental Wealth Advisors sold 860 State Street SPDR ICE Preferred Securities ETF shares in Q1 2020, an estimated $38K.
Intercontinental Wealth Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2018 and held it in 5 quarters.
Intercontinental Wealth Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $47K in Q3 2019.
134 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.