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

Iron Horse 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
2025 Q2	$65.6K	Sell	2,067 -136	-6%	-$4.3K	0.02%	121
2025 Q1	$71.4K	Hold	2,203	–	–	0.02%	102
2024 Q4	$72.7K	Sell	2,203 -10	-0.5%	-$346	0.02%	90
2024 Q3	$78.9K	Sell	2,213 -155	-7%	-$5.37K	0.03%	82
2024 Q2	$80.3K	Hold	2,368	–	–	0.03%	72
2024 Q1	$82.6K	Sell	2,368 -76	-3%	-$2.63K	0.03%	67
2023 Q4	$81.9K	Sell	2,444 -125	-5%	-$4.02K	0.04%	66
2023 Q3	$83.4K	Hold	2,569	–	–	0.04%	61
2023 Q2	$86K	Sell	2,569 -299	-10%	-$10K	0.04%	57
2023 Q1	$97.4K	Sell	2,868 -26	-0.9%	-$910	0.05%	52
2022 Q4	$95K	Buy	2,894 +2,280	+371%	+$76.9K	0.05%	53
2022 Q3	$21K	Sell	614 -2,781	-82%	-$101K	0.03%	63
2022 Q2	$122K	Sell	3,395 -26	-0.8%	-$941	0.07%	46
2022 Q1	$133K	Sell	3,421 -1	-0%	-$40	0.07%	45
2021 Q4	$147K	Sell	3,422 -75	-2%	-$3.21K	0.08%	45
2021 Q3	$152K	Sell	3,497 -247	-7%	-$10.8K	0.09%	45
2021 Q2	$166K	Sell	3,744 -190	-5%	-$8.29K	0.11%	46
2021 Q1	$171K	Sell	3,934 -241	-6%	-$10.4K	0.13%	42
2020 Q4	$185K	Buy	+4,175	New	+$183K	0.15%	35

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 22.9% 1-Year Est. Return

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

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

Iron Horse Wealth Management's PSK Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 6.2% in Q2 2025, selling an estimated $4.3K and leaving 2,067 shares worth $65.6K. The position accounts for 0.02% of the portfolio, ranked #121.

Iron Horse Wealth Management first reported a position in PSK in Q4 2020 and has held it in 19 quarters since. The position peaked at $185K in Q4 2020. 169 funds tracked by Wall St. Rank hold PSK as of Q2 2025.

Iron Horse Wealth Management held 2,067 shares of State Street SPDR ICE Preferred Securities ETF worth $65.6K as of Q2 2025.
Iron Horse Wealth Management sold 136 State Street SPDR ICE Preferred Securities ETF shares in Q2 2025, an estimated $4.3K.
State Street SPDR ICE Preferred Securities ETF made up 0.02% of Iron Horse Wealth Management's portfolio in Q2 2025, its #121 holding.
Iron Horse Wealth Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2020 and has held it in 19 quarters since.
Iron Horse Wealth Management's State Street SPDR ICE Preferred Securities ETF position peaked at $185K in Q4 2020.
169 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.