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 $14M AUM 7.42% 1-Year Est. Return

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

CFG

CNO Financial Group Carmel, Indiana $175M AUM 2.24% 1-Year Est. Return

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

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

BIA

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

Lake Point Wealth Management's PSK Position: Q2 2022 in Review

Lake Point Wealth Management held its State Street SPDR ICE Preferred Securities ETF (PSK) position steady in Q2 2022 at 23 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Lake Point Wealth Management first reported a position in PSK in Q4 2018 and has held it in 10 quarters since. The position peaked at $213K in Q4 2018. 200 funds tracked by Wall St. Rank hold PSK as of Q2 2022.

Lake Point Wealth Management held 23 shares of State Street SPDR ICE Preferred Securities ETF worth $1K as of Q2 2022.
Lake Point Wealth Management left its State Street SPDR ICE Preferred Securities ETF share count unchanged in Q2 2022.
State Street SPDR ICE Preferred Securities ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #401 holding.
Lake Point Wealth Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's State Street SPDR ICE Preferred Securities ETF position peaked at $213K in Q4 2018.
200 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.