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

Medallion Wealth Advisors’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
2026 Q2	$114K	Sell	3,735 -1,630	-30%	-$50.6K	0.04%	333
2026 Q1	$165K	Sell	5,365 -1,217	-18%	-$38.9K	0.05%	276
2025 Q4	$209K	Sell	6,582 -200	-3%	-$6.47K	0.07%	238
2025 Q3	$224K	Hold	6,782	–	–	0.08%	217
2025 Q2	$216K	Hold	6,782	–	–	0.08%	219
2025 Q1	$219K	Hold	6,782	–	–	0.1%	190
2024 Q4	$222K	Buy	+6,782	New	+$235K	0.11%	175

Other funds holding PSK

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

CFG

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Medallion Wealth Advisors's PSK Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 30% in Q2 2026, selling an estimated $50.6K and leaving 3,735 shares worth $114K. The position accounts for 0.04% of the portfolio, ranked #333.

Medallion Wealth Advisors first reported a position in PSK in Q4 2024 and has held it in 7 quarters since. The position peaked at $224K in Q3 2025. 153 funds tracked by Wall St. Rank hold PSK as of Q2 2026.

Medallion Wealth Advisors held 3,735 shares of State Street SPDR ICE Preferred Securities ETF worth $114K as of Q2 2026.
Medallion Wealth Advisors sold 1,630 State Street SPDR ICE Preferred Securities ETF shares in Q2 2026, an estimated $50.6K.
State Street SPDR ICE Preferred Securities ETF made up 0.04% of Medallion Wealth Advisors's portfolio in Q2 2026, its #333 holding.
Medallion Wealth Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $224K in Q3 2025.
153 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.