JNBA Financial Advisors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

JNBA Financial 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 Q2	–	Sell	-500	Closed	-$20K	–	580
2020 Q1	$20K	Hold	500	–	–	﹤0.01%	308
2019 Q4	$22K	Hold	500	–	–	﹤0.01%	340
2019 Q3	$22K	Hold	500	–	–	﹤0.01%	324
2019 Q2	$22K	Hold	500	–	–	﹤0.01%	334
2019 Q1	$21K	Hold	500	–	–	﹤0.01%	322
2018 Q4	$20K	Buy	+500	New	+$20.4K	﹤0.01%	294
2018 Q3	–	Sell	-500	Closed	-$22K	–	653
2018 Q2	$22K	Hold	500	–	–	﹤0.01%	307
2018 Q1	$22K	Hold	500	–	–	﹤0.01%	303
2017 Q4	$22K	Buy	+500	New	+$22.3K	﹤0.01%	304

Other funds holding PSK

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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