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

Powers 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
2024 Q2	–	Sell	-47,821	Closed	-$1.67M	–	100
2024 Q1	$1.67M	Sell	47,821 -2,006	-4%	-$69.3K	0.95%	23
2023 Q4	$1.67M	Buy	49,827 +2,390	+5%	+$76.9K	1.03%	21
2023 Q3	$1.54M	Sell	47,437 -362	-0.8%	-$11.9K	1.05%	22
2023 Q2	$1.6M	Buy	47,799 +2,035	+4%	+$68.2K	1.06%	23
2023 Q1	$1.55M	Buy	45,764 +3,904	+9%	+$137K	1.09%	21
2022 Q4	$1.37M	Sell	41,860 -318	-0.8%	-$10.7K	1.01%	23
2022 Q3	$1.47M	Sell	42,178 -1,926	-4%	-$70.1K	1.17%	22
2022 Q2	$1.58M	Buy	44,104 +2,693	+7%	+$97.4K	1.22%	20
2022 Q1	$1.61M	Buy	41,411 +4,489	+12%	+$179K	1.12%	23
2021 Q4	$1.58M	Buy	+36,922	New	+$1.58M	1.12%	24

Other funds holding PSK

SOWBOCOPL

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FLPIM

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

PAS

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Powers Advisory Group's PSK Position: Q2 2024 in Review

Powers Advisory Group sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q2 2024, closing a stake of 47,821 shares — an estimated $1.67M sold.

Powers Advisory Group first reported a position in PSK in Q4 2021 and held it in 10 quarters. The position peaked at $1.67M in Q4 2023. 167 funds tracked by Wall St. Rank hold PSK as of Q2 2024.

Powers Advisory Group reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q2 2024 after selling out during the quarter.
Powers Advisory Group sold 47,821 State Street SPDR ICE Preferred Securities ETF shares in Q2 2024, an estimated $1.67M.
Powers Advisory Group first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2021 and held it in 10 quarters.
Powers Advisory Group's State Street SPDR ICE Preferred Securities ETF position peaked at $1.67M in Q4 2023.
167 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2024.

Based on Powers Advisory Group's 13F filing for Q2 2024, filed 24 Jul 2024.