Topsail Wealth Management’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Topsail Wealth Management’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	$26.2K	Sell	858 -300	-26%	-$9.32K	﹤0.01%	245
2026 Q1	$35.7K	Hold	1,158	–	–	0.01%	229
2025 Q4	$36.7K	Hold	1,158	–	–	0.01%	212
2025 Q3	$38.3K	Hold	1,158	–	–	0.01%	201
2025 Q2	$36.8K	Hold	1,158	–	–	0.01%	191
2025 Q1	$37.3K	Buy	1,158 +208	+22%	+$6.91K	0.01%	179
2024 Q4	$31.3K	Buy	+950	New	+$32.9K	0.01%	166

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

Topsail Wealth Management's PSK Position: Q2 2026 in Review

Topsail Wealth Management reduced its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 26% in Q2 2026, selling an estimated $9.32K and leaving 858 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Topsail Wealth Management first reported a position in PSK in Q4 2024 and has held it in 7 quarters since. The position peaked at $38.3K in Q3 2025. 154 funds tracked by Wall St. Rank hold PSK as of Q2 2026.

Topsail Wealth Management held 858 shares of State Street SPDR ICE Preferred Securities ETF worth $26.2K as of Q2 2026.
Topsail Wealth Management sold 300 State Street SPDR ICE Preferred Securities ETF shares in Q2 2026, an estimated $9.32K.
State Street SPDR ICE Preferred Securities ETF made up ﹤0.01% of Topsail Wealth Management's portfolio in Q2 2026, its #245 holding.
Topsail Wealth Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2024 and has held it in 7 quarters since.
Topsail Wealth Management's State Street SPDR ICE Preferred Securities ETF position peaked at $38.3K in Q3 2025.
154 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.