Squar Milner Financial Services’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-2,652	Closed	-$103K	–	571
2020 Q1	$103K	Buy	2,652 +566	+27%	+$24K	0.06%	257
2019 Q4	$91K	Buy	+2,086	New	+$91.5K	0.05%	348
2019 Q3	–	Sell	-137	Closed	-$6K	–	580
2019 Q2	$6K	Buy	+137	New	+$5.87K	﹤0.01%	579

Other funds holding PSK

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Squar Milner Financial Services's PSK Position: Q2 2020 in Review

Squar Milner Financial Services sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q2 2020, closing a stake of 2,652 shares — an estimated $103K sold.

Squar Milner Financial Services first reported a position in PSK in Q2 2019 and held it in 3 quarters. The position peaked at $103K in Q1 2020. 150 funds tracked by Wall St. Rank hold PSK as of Q2 2020.

Squar Milner Financial Services reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 2,652 State Street SPDR ICE Preferred Securities ETF shares in Q2 2020, an estimated $103K.
Squar Milner Financial Services first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2019 and held it in 3 quarters.
Squar Milner Financial Services's State Street SPDR ICE Preferred Securities ETF position peaked at $103K in Q1 2020.
150 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.