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

MGB 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
2025 Q4	$7.21K	Sell	228 -257	-53%	-$8.31K	﹤0.01%	299
2025 Q3	$16K	Hold	485	–	–	﹤0.01%	294
2025 Q2	$15.4K	Hold	485	–	–	0.01%	289
2025 Q1	$15.7K	Buy	485 +147	+43%	+$4.89K	0.01%	273
2024 Q4	$11.2K	Hold	338	–	–	﹤0.01%	269
2024 Q3	$12.1K	Hold	338	–	–	﹤0.01%	264
2024 Q2	$11.6K	Hold	338	–	–	﹤0.01%	261
2024 Q1	$11.8K	Sell	338 -35	-9%	-$1.21K	﹤0.01%	248
2023 Q4	$12.5K	Buy	+373	New	+$12K	0.01%	243

Other funds holding PSK

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return

CFG

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

MGB Wealth Management's PSK Position: Q4 2025 in Review

MGB Wealth Management reduced its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 53% in Q4 2025, selling an estimated $8.31K and leaving 228 shares worth $7.21K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

MGB Wealth Management first reported a position in PSK in Q4 2023 and has held it in 9 quarters since. The position peaked at $16K in Q3 2025. 170 funds tracked by Wall St. Rank hold PSK as of Q4 2025.

MGB Wealth Management held 228 shares of State Street SPDR ICE Preferred Securities ETF worth $7.21K as of Q4 2025.
MGB Wealth Management sold 257 State Street SPDR ICE Preferred Securities ETF shares in Q4 2025, an estimated $8.31K.
State Street SPDR ICE Preferred Securities ETF made up ﹤0.01% of MGB Wealth Management's portfolio in Q4 2025, its #299 holding.
MGB Wealth Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's State Street SPDR ICE Preferred Securities ETF position peaked at $16K in Q3 2025.
170 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.