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

Richwood 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
2022
Q1 		– Sell
-3,189
Closed -$137K – 211
2021
Q4 		$137K Buy
+3,189
New +$136K 0.12% 120

Other funds holding PSK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Richwood Investment Advisors's PSK Position: Q1 2022 in Review

Richwood Investment Advisors sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2022, closing a stake of 3,189 shares — an estimated $137K sold.

Richwood Investment Advisors first reported a position in PSK in Q4 2021 and held it in 1 quarter. The position peaked at $137K in Q4 2021. 197 funds tracked by Wall St. Rank hold PSK as of Q1 2022.

  • Richwood Investment Advisors reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2022 after selling out during the quarter.
  • Richwood Investment Advisors sold 3,189 State Street SPDR ICE Preferred Securities ETF shares in Q1 2022, an estimated $137K.
  • Richwood Investment Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2021 and held it in 1 quarter.
  • Richwood Investment Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $137K in Q4 2021.
  • 197 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2022.

Based on Richwood Investment Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.