Lake Point Wealth Management’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Lake Point 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
2022 Q2	$1K	Hold	23	–	–	﹤0.01%	401
2022 Q1	$1K	Hold	23	–	–	﹤0.01%	397
2021 Q4	$1K	Hold	23	–	–	﹤0.01%	410
2021 Q3	$1K	Hold	23	–	–	﹤0.01%	378
2021 Q2	$1K	Buy	+23	New	+$1K	﹤0.01%	389
2020 Q1	$1K	Hold	23	–	–	﹤0.01%	345
2019 Q4	$1K	Buy	+23	New	+$1.01K	﹤0.01%	575
2019 Q2	$2K	Hold	57	–	–	﹤0.01%	551
2019 Q1	$2K	Sell	57 -5,316	-99%	-$223K	﹤0.01%	549
2018 Q4	$213K	Buy	+5,373	New	+$219K	0.08%	138

Other funds holding PSK

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

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

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

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

Royal Bank of Canada

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

Envestnet Asset Management

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

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

Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return