Long Run Wealth Advisors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$7.29M	Buy	229,950 +14,622	+7%	+$473K	1.37%	19
2025 Q3	$7.12M	Buy	215,328 +14,204	+7%	+$463K	1.4%	19
2025 Q2	$6.39M	Buy	201,124 +16,000	+9%	+$506K	1.34%	22
2025 Q1	$6M	Buy	185,124 +20,550	+12%	+$683K	1.36%	20
2024 Q4	$5.43M	Buy	164,574 +13,198	+9%	+$456K	1.3%	20
2024 Q3	$5.4M	Buy	151,376 +11,012	+8%	+$381K	1.27%	20
2024 Q2	$4.76M	Buy	140,364 +5,621	+4%	+$190K	1.21%	22
2024 Q1	$4.7M	Buy	134,743 +3,823	+3%	+$132K	1.24%	22
2023 Q4	$4.39M	Sell	130,920 -2,849	-2%	-$91.6K	1.27%	22
2023 Q3	$4.34M	Sell	133,769 -607	-0.5%	-$20K	1.41%	20
2023 Q2	$4.5M	Sell	134,376 -41,526	-24%	-$1.39M	1.44%	20
2023 Q1	$5.97M	Buy	175,902 +10,491	+6%	+$367K	2.03%	14
2022 Q4	$5.43M	Sell	165,411 -2,363	-1%	-$79.7K	1.95%	13
2022 Q3	$5.85M	Buy	167,774 +99	+0.1%	+$3.6K	2.32%	14
2022 Q2	$6.01M	Buy	167,675 +17,019	+11%	+$616K	2.33%	12
2022 Q1	$5.87M	Buy	150,656 +10,186	+7%	+$407K	2.05%	14
2021 Q4	$6.03M	Buy	+140,470	New	+$6.01M	2.1%	13