PAG
PSK icon

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 $152M AUM 0.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return