MGO Private Wealth’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

MGO Private Wealth’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
2023 Q1	–	Sell	-12,779	Closed	-$419K	–	111
2022 Q4	$419K	Buy	12,779 +652	+5%	+$22K	0.19%	79
2022 Q3	$423K	Buy	+12,127	New	+$441K	0.2%	75

Other funds holding PSK

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

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

SOWBOCOPL

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

FLPIM

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

Protective Life Birmingham, Alabama $14M AUM 7.42% 1-Year Est. Return

CFG

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

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

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

SAS

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

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

MGO Private Wealth's PSK Position: Q1 2023 in Review

MGO Private Wealth sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2023, closing a stake of 12,779 shares — an estimated $419K sold.

MGO Private Wealth first reported a position in PSK in Q3 2022 and held it in 2 quarters. The position peaked at $423K in Q3 2022. 192 funds tracked by Wall St. Rank hold PSK as of Q1 2023.

MGO Private Wealth reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2023 after selling out during the quarter.
MGO Private Wealth sold 12,779 State Street SPDR ICE Preferred Securities ETF shares in Q1 2023, an estimated $419K.
MGO Private Wealth first reported a position in State Street SPDR ICE Preferred Securities ETF in Q3 2022 and held it in 2 quarters.
MGO Private Wealth's State Street SPDR ICE Preferred Securities ETF position peaked at $423K in Q3 2022.
192 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2023.

Based on MGO Private Wealth's 13F filing for Q1 2023, filed 17 Apr 2023.