Kings Point Capital Management’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Kings Point Capital 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
2022 Q1	$11K	Hold	293	–	–	﹤0.01%	564
2021 Q4	$13K	Hold	293	–	–	﹤0.01%	605
2021 Q3	$13K	Hold	293	–	–	﹤0.01%	538
2021 Q2	$13K	Hold	293	–	–	﹤0.01%	514
2021 Q1	$13K	Hold	293	–	–	﹤0.01%	506
2020 Q4	$13K	Hold	293	–	–	﹤0.01%	473
2020 Q3	$13K	Hold	293	–	–	﹤0.01%	455
2020 Q2	$12K	Hold	293	–	–	﹤0.01%	420
2020 Q1	$11K	Hold	293	–	–	﹤0.01%	440
2019 Q4	$13K	Sell	293 -711	-71%	-$31.2K	﹤0.01%	465
2019 Q3	$44K	Buy	+1,004	New	+$43.9K	0.01%	313

Other funds holding PSK

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

FLPIM

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

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

CFG

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

TCM

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Kings Point Capital Management's PSK Position: Q1 2022 in Review

Kings Point Capital Management held its State Street SPDR ICE Preferred Securities ETF (PSK) position steady in Q1 2022 at 293 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Kings Point Capital Management first reported a position in PSK in Q3 2019 and has held it in 11 quarters since. The position peaked at $44K in Q3 2019. 197 funds tracked by Wall St. Rank hold PSK as of Q1 2022.

Kings Point Capital Management held 293 shares of State Street SPDR ICE Preferred Securities ETF worth $11K as of Q1 2022.
Kings Point Capital Management left its State Street SPDR ICE Preferred Securities ETF share count unchanged in Q1 2022.
State Street SPDR ICE Preferred Securities ETF made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #564 holding.
Kings Point Capital Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q3 2019 and has held it in 11 quarters since.
Kings Point Capital Management's State Street SPDR ICE Preferred Securities ETF position peaked at $44K in Q3 2019.
197 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.