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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return