Joseph P. Lucia & Associates’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Joseph P. Lucia & Associates’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
2021 Q2	–	Sell	-421	Closed	-$18K	–	609
2021 Q1	$18K	Hold	421	–	–	0.01%	303
2020 Q4	$19K	Buy	+421	New	+$18.5K	0.01%	275
2020 Q3	–	Sell	-421	Closed	-$18K	–	370
2020 Q2	$18K	Hold	421	–	–	0.02%	253
2020 Q1	$16K	Hold	421	–	–	0.02%	246
2019 Q4	$19K	Hold	421	–	–	0.02%	249
2019 Q3	$19K	Hold	421	–	–	0.02%	250
2019 Q2	$18K	Buy	+421	New	+$18K	0.02%	255

Other funds holding PSK

Envestnet Asset Management

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

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

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

CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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