Morling Financial Advisors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Morling Financial 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
2024 Q2	–	Sell	-300	Closed	-$10.5K	–	102
2024 Q1	$10.5K	Hold	300	–	–	0.01%	95
2023 Q4	$10.1K	Hold	300	–	–	0.01%	77
2023 Q3	$9.74K	Hold	300	–	–	0.01%	70
2023 Q2	$10K	Hold	300	–	–	0.01%	72
2023 Q1	$10.2K	Buy	+300	New	+$10.5K	0.01%	80

Other funds holding PSK

SOWBOCOPL

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

PAS

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

Morling Financial Advisors's PSK Position: Q2 2024 in Review

Morling Financial Advisors sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q2 2024, closing a stake of 300 shares — an estimated $10.5K sold.

Morling Financial Advisors first reported a position in PSK in Q1 2023 and held it in 5 quarters. The position peaked at $10.5K in Q1 2024. 166 funds tracked by Wall St. Rank hold PSK as of Q2 2024.

Morling Financial Advisors reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q2 2024 after selling out during the quarter.
Morling Financial Advisors sold 300 State Street SPDR ICE Preferred Securities ETF shares in Q2 2024, an estimated $10.5K.
Morling Financial Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2023 and held it in 5 quarters.
Morling Financial Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $10.5K in Q1 2024.
166 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2024.

Based on Morling Financial Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.