RWA
PSK icon

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

RGT 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
2022
Q3 		– Sell
-1,000
Closed -$36K – 126
2022
Q2 		$36K Buy
+1,000
New +$36.2K 0.01% 98

Other funds holding PSK

FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
PL
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RGT Wealth Advisors's PSK Position: Q3 2022 in Review

RGT Wealth Advisors sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q3 2022, closing a stake of 1,000 shares — an estimated $36K sold.

RGT Wealth Advisors first reported a position in PSK in Q2 2022 and held it in 1 quarter. The position peaked at $36K in Q2 2022. 194 funds tracked by Wall St. Rank hold PSK as of Q3 2022.

  • RGT Wealth Advisors reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q3 2022 after selling out during the quarter.
  • RGT Wealth Advisors sold 1,000 State Street SPDR ICE Preferred Securities ETF shares in Q3 2022, an estimated $36K.
  • RGT Wealth Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2022 and held it in 1 quarter.
  • RGT Wealth Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $36K in Q2 2022.
  • 194 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.