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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

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

DJSG

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

JNBA Financial Advisors's PSK Position: Q2 2020 in Review

JNBA Financial Advisors sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q2 2020, closing a stake of 500 shares — an estimated $20K sold.

JNBA Financial Advisors first reported a position in PSK in Q4 2017 and held it in 9 quarters. The position peaked at $22K in Q4 2019. 150 funds tracked by Wall St. Rank hold PSK as of Q2 2020.

JNBA Financial Advisors reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q2 2020 after selling out during the quarter.
JNBA Financial Advisors sold 500 State Street SPDR ICE Preferred Securities ETF shares in Q2 2020, an estimated $20K.
JNBA Financial Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2017 and held it in 9 quarters.
JNBA Financial Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $22K in Q4 2019.
150 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2020.

Based on JNBA Financial Advisors's 13F filing for Q2 2020, filed 24 Jul 2020.