TLA
PSK icon

Tanglewood Legacy Advisors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Tanglewood Legacy Advisors’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
2025
Q2 		– Sell
-1,601
Closed -$51.9K – 299
2025
Q1 		$51.9K Hold
1,601
– – 0.02% 170
2024
Q4 		$52.8K Hold
1,601
– – 0.02% 170
2024
Q3 		$57.1K Hold
1,601
– – 0.03% 156
2024
Q2 		$54.3K Hold
1,601
– – 0.03% 155
2024
Q1 		$55.8K Hold
1,601
– – 0.03% 153
2023
Q4 		$53.7K Hold
1,601
– – 0.03% 150
2023
Q3 		$52K Hold
1,601
– – 0.03% 151
2023
Q2 		$53.6K Hold
1,601
– – 0.03% 152
2023
Q1 		$54.4K Hold
1,601
– – 0.03% 144
2022
Q4 		$52.5K Buy
+1,601
New +$54K 0.04% 127

Other funds holding PSK

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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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return