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

Paladin 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
2022 Q3	–	Sell	-111	Closed	-$3K	–	281
2022 Q2	$3K	Buy	+111	New	+$4.02K	﹤0.01%	258
2022 Q1	–	Sell	-961	Closed	-$41K	–	454
2021 Q4	$41K	Buy	+961	New	+$41.1K	0.03%	187

Other funds holding PSK

FLPIM

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

CFG

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

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

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

SAS

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Paladin Advisory Group's PSK Position: Q2 2022 in Review

Paladin Advisory Group sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q2 2022, closing a stake of 1,347 shares — an estimated $48.7K sold.

Paladin Advisory Group first reported a position in PSK in Q1 2022 and held it in 1 quarter. The position peaked at $52K in Q1 2022. 201 funds tracked by Wall St. Rank hold PSK as of Q2 2022.

Paladin Advisory Group reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q2 2022 after selling out during the quarter.
Paladin Advisory Group sold 1,347 State Street SPDR ICE Preferred Securities ETF shares in Q2 2022, an estimated $48.7K.
Paladin Advisory Group first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2022 and held it in 1 quarter.
Paladin Advisory Group's State Street SPDR ICE Preferred Securities ETF position peaked at $52K in Q1 2022.
201 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2022.

Based on Paladin Advisory Group's 13F filing for Q2 2022, filed 6 Jul 2022.