Vision Financial Markets’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Vision Financial Markets’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	$4.71K	Buy	155 +3	+2%	+$93	﹤0.01%	295
2026 Q1	$4.68K	Buy	152 +1	+0.7%	+$32	﹤0.01%	292
2025 Q4	$4.76K	Buy	151 +4	+3%	+$129	﹤0.01%	276
2025 Q3	$4.85K	Buy	147 +2	+1%	+$65	﹤0.01%	300
2025 Q2	$4.58K	Buy	145 +3	+2%	+$95	﹤0.01%	288
2025 Q1	$4.6K	Buy	142 +1	+0.7%	+$33	0.01%	268
2024 Q4	$4.63K	Buy	+141	New	+$4.88K	0.01%	207

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

Vision Financial Markets's PSK Position: Q2 2026 in Review

Vision Financial Markets increased its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 2% in Q2 2026, buying an estimated $93 and bringing the position to 155 shares worth $4.71K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Vision Financial Markets first reported a position in PSK in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.85K in Q3 2025. 154 funds tracked by Wall St. Rank hold PSK as of Q2 2026.

Vision Financial Markets held 155 shares of State Street SPDR ICE Preferred Securities ETF worth $4.71K as of Q2 2026.
Vision Financial Markets bought 3 State Street SPDR ICE Preferred Securities ETF shares in Q2 2026, an estimated $93.
State Street SPDR ICE Preferred Securities ETF made up ﹤0.01% of Vision Financial Markets's portfolio in Q2 2026, its #295 holding.
Vision Financial Markets first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2024 and has held it in 7 quarters since.
Vision Financial Markets's State Street SPDR ICE Preferred Securities ETF position peaked at $4.85K in Q3 2025.
154 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.