SP
PSK icon

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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return