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True Wealth Design’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

True Wealth Design’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
Q3 		– Sell
-3
Closed -$92 – 2740
2026
Q2 		$92 Buy
+3
New +$93 ﹤0.01% 2549

Other funds holding PSK

MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

True Wealth Design's PSK Position: Q3 2026 in Review

True Wealth Design sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q3 2026, closing a stake of 3 shares — an estimated $92 sold.

True Wealth Design first reported a position in PSK in Q2 2026 and held it in 1 quarter. The position peaked at $92 in Q2 2026. 12 funds tracked by Wall St. Rank hold PSK as of Q3 2026.

  • True Wealth Design reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 3 State Street SPDR ICE Preferred Securities ETF shares in Q3 2026, an estimated $92.
  • True Wealth Design first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2026 and held it in 1 quarter.
  • True Wealth Design's State Street SPDR ICE Preferred Securities ETF position peaked at $92 in Q2 2026.
  • 12 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.