RMR Wealth Builders’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

RMR Wealth Builders’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
2021 Q2	–	Sell	-858	Closed	-$37K	–	561
2021 Q1	$37K	Hold	858	–	–	0.01%	414
2020 Q4	$38K	Buy	+858	New	+$37.6K	0.02%	282
2020 Q3	–	Sell	-858	Closed	-$36K	–	408
2020 Q2	$36K	Buy	+858	New	+$35.6K	0.03%	257
2019 Q4	$38K	Buy	+858	New	+$37.6K	0.04%	254

Other funds holding PSK

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Protective Life Birmingham, Alabama $14M AUM 7.42% 1-Year Est. Return

CFG

CNO Financial Group Carmel, Indiana $175M AUM 2.24% 1-Year Est. Return

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Donoghue Forlines Boston, Massachusetts $387M AUM 84.69% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

RMR Wealth Builders's PSK Position: Q2 2021 in Review

RMR Wealth Builders sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q2 2021, closing a stake of 858 shares — an estimated $37K sold.

RMR Wealth Builders first reported a position in PSK in Q4 2019 and held it in 4 quarters. The position peaked at $38K in Q4 2020. 207 funds tracked by Wall St. Rank hold PSK as of Q2 2021.

RMR Wealth Builders reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 858 State Street SPDR ICE Preferred Securities ETF shares in Q2 2021, an estimated $37K.
RMR Wealth Builders first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2019 and held it in 4 quarters.
RMR Wealth Builders's State Street SPDR ICE Preferred Securities ETF position peaked at $38K in Q4 2020.
207 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.