Mokosak Advisory Group’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Mokosak Advisory Group’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	–	Sell	-7,785	Closed	-$257K	–	41
2025 Q3	$257K	Buy	7,785 +128	+2%	+$4.17K	0.07%	30
2025 Q2	$243K	Buy	7,657 +129	+2%	+$4.08K	0.07%	32
2025 Q1	$244K	Buy	+7,528	New	+$250K	0.08%	29

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Mokosak Advisory Group's PSK Position: Q4 2025 in Review

Mokosak Advisory Group sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q4 2025, closing a stake of 7,785 shares — an estimated $257K sold.

Mokosak Advisory Group first reported a position in PSK in Q1 2025 and held it in 3 quarters. The position peaked at $257K in Q3 2025. 171 funds tracked by Wall St. Rank hold PSK as of Q4 2025.

Mokosak Advisory Group reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q4 2025 after selling out during the quarter.
Mokosak Advisory Group sold 7,785 State Street SPDR ICE Preferred Securities ETF shares in Q4 2025, an estimated $257K.
Mokosak Advisory Group first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2025 and held it in 3 quarters.
Mokosak Advisory Group's State Street SPDR ICE Preferred Securities ETF position peaked at $257K in Q3 2025.
171 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2025.

Based on Mokosak Advisory Group's 13F filing for Q4 2025, filed 3 Feb 2026.