Sequent Planning’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Sequent Planning’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
2026 Q2	$423K	Buy	13,848 +1,610	+13%	+$50K	0.09%	164
2026 Q1	$377K	Buy	12,238 +225	+2%	+$7.19K	0.09%	154
2025 Q4	$381K	Sell	12,013 -1,940	-14%	-$62.7K	0.1%	147
2025 Q3	$461K	Sell	13,953 -3,686	-21%	-$120K	0.13%	125
2025 Q2	$560K	Buy	17,639 +4,581	+35%	+$145K	0.18%	84
2025 Q1	$423K	Sell	13,058 -671	-5%	-$22.3K	0.15%	92
2024 Q4	$453K	Sell	13,729 -3,015	-18%	-$104K	0.17%	86
2024 Q3	$597K	Sell	16,744 -2,521	-13%	-$87.3K	0.21%	82
2024 Q2	$647K	Buy	19,265 +2,617	+16%	+$88.4K	0.22%	81
2024 Q1	$581K	Buy	+16,648	New	+$575K	0.21%	86

Other funds holding PSK

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

CFG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

Sequent Planning's PSK Position: Q2 2026 in Review

Sequent Planning increased its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 13% in Q2 2026, buying an estimated $50K and bringing the position to 13,848 shares worth $423K. The position accounts for 0.09% of the portfolio, ranked #164.

Sequent Planning first reported a position in PSK in Q1 2024 and has held it in 10 quarters since. The position peaked at $647K in Q2 2024. 154 funds tracked by Wall St. Rank hold PSK as of Q2 2026.

Sequent Planning held 13,848 shares of State Street SPDR ICE Preferred Securities ETF worth $423K as of Q2 2026.
Sequent Planning bought 1,610 State Street SPDR ICE Preferred Securities ETF shares in Q2 2026, an estimated $50K.
State Street SPDR ICE Preferred Securities ETF made up 0.09% of Sequent Planning's portfolio in Q2 2026, its #164 holding.
Sequent Planning first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2024 and has held it in 10 quarters since.
Sequent Planning's State Street SPDR ICE Preferred Securities ETF position peaked at $647K in Q2 2024.
154 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.