PWA
PSK icon

Provenance Wealth Advisors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Provenance Wealth 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
2026
Q1 		$973K Hold
31,535
– – 0.1% 45
2025
Q4 		$999K Hold
31,535
– – 0.11% 44
2025
Q3 		$1.04M Hold
31,535
– – 0.13% 37
2025
Q2 		$1M Hold
31,535
– – 0.14% 35
2025
Q1 		$1.02M Hold
31,535
– – 0.15% 34
2024
Q4 		$1.04M Hold
31,535
– – 0.13% 46
2024
Q3 		$1.12M Sell
31,535
-20,000
-39% -$692K 0.14% 61
2024
Q2 		$1.75M Hold
51,535
– – 0.24% 32
2024
Q1 		$1.8M Sell
51,535
-133,954
-72% -$4.63M 0.25% 29
2023
Q4 		$6.22M Sell
185,489
-13,357
-7% -$429K 0.84% 14
2023
Q3 		$6.45M Buy
+198,846
New +$6.56M 1.04% 11

Other funds holding PSK

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return