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

TrueWealth 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
2021
Q2 		– Sell
-5,253
Closed -$229K – 137
2021
Q1 		$229K Buy
+5,253
New +$227K 0.15% 109

Other funds holding PSK

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PL
Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

TrueWealth Advisors's PSK Position: Q2 2021 in Review

TrueWealth Advisors sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q2 2021, closing a stake of 5,253 shares — an estimated $229K sold.

TrueWealth Advisors first reported a position in PSK in Q1 2021 and held it in 1 quarter. The position peaked at $229K in Q1 2021. 208 funds tracked by Wall St. Rank hold PSK as of Q2 2021.

  • TrueWealth Advisors reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q2 2021 after selling out during the quarter.
  • TrueWealth Advisors sold 5,253 State Street SPDR ICE Preferred Securities ETF shares in Q2 2021, an estimated $229K.
  • TrueWealth Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2021 and held it in 1 quarter.
  • TrueWealth Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $229K in Q1 2021.
  • 208 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2021.

Based on TrueWealth Advisors's 13F filing for Q2 2021, filed 23 Jul 2021.