P.J. Schmidt Investment Management (PJS)’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	-8,162	Closed	-$268K	–	182
2022 Q4	$268K	Hold	8,162	–	–	0.06%	149
2022 Q3	$264K	Hold	8,162	–	–	0.06%	152
2022 Q2	$293K	Sell	8,162 -3,391	-29%	-$123K	0.06%	143
2022 Q1	$417K	Buy	11,553 +1,835	+19%	+$73.3K	0.09%	121
2021 Q4	$401K	Buy	9,718 +1,623	+20%	+$69.5K	0.08%	133
2021 Q3	$351K	Hold	8,095	–	–	0.07%	139
2021 Q2	$354K	Buy	8,095 +1,578	+24%	+$68.9K	0.07%	135
2021 Q1	$285K	Buy	+6,517	New	+$281K	0.06%	144

Other funds holding PSK

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

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

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

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

Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

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

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

Royal Bank of Canada

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

Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return

Envestnet Asset Management

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