RIA
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Realta Investment Advisors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Realta Investment 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
2024
Q3 		– Sell
-516
Closed -$17.5K – 666
2024
Q2 		$17.5K Sell
516
-545
-51% -$18.4K ﹤0.01% 632
2024
Q1 		$37K Buy
+1,061
New +$36.7K 0.01% 586
2023
Q4 		– Sell
-3,146
Closed -$105K – 698
2023
Q3 		$105K Hold
3,146
– – 0.02% 454
2023
Q2 		$105K Buy
+3,146
New +$105K 0.02% 478
2023
Q1 		– Sell
-3,827
Closed -$126K – 715
2022
Q4 		$126K Buy
3,827
+15
+0.4% +$506 0.03% 454
2022
Q3 		$133K Buy
+3,812
New +$139K 0.03% 414

Other funds holding PSK

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return