United Asset Strategies’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

United Asset Strategies’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	$7.65M	Buy	+250,574	New	+$7.78M	0.54%	51
2024 Q1	–	Sell	-28,224	Closed	-$946K	–	245
2023 Q4	$946K	Sell	28,224 -865	-3%	-$27.8K	0.11%	139
2023 Q3	$944K	Sell	29,089 -102	-0.3%	-$3.36K	0.12%	139
2023 Q2	$977K	Sell	29,191 -137	-0.5%	-$4.59K	0.12%	137
2023 Q1	$996K	Sell	29,328 -272	-0.9%	-$9.52K	0.13%	139
2022 Q4	$971K	Sell	29,600 -2,847	-9%	-$96K	0.14%	139
2022 Q3	$1.13M	Sell	32,447 -73,506	-69%	-$2.68M	0.17%	113
2022 Q2	$3.8M	Buy	+105,953	New	+$3.83M	0.55%	54

Other funds holding PSK

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Breachway Investments Charlestown, Rhode Island $66.4M AUM

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return