Wealthcare Advisory Partners’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Wealthcare Advisory Partners’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	$1.15M	Sell	37,743 -2,520	-6%	-$78.3K	0.02%	481
2026 Q1	$1.24M	Buy	40,263 +1	+0%	+$32	0.02%	464
2025 Q4	$1.28M	Sell	40,262 -1,044	-3%	-$33.8K	0.03%	453
2025 Q3	$1.37M	Buy	41,306 +3,112	+8%	+$101K	0.03%	420
2025 Q2	$1.21M	Buy	38,194 +448	+1%	+$14.2K	0.03%	434
2025 Q1	$1.22M	Sell	37,746 -3,426	-8%	-$114K	0.03%	400
2024 Q4	$1.36M	Sell	41,172 -8,298	-17%	-$287K	0.04%	353
2024 Q3	$1.76M	Buy	49,470 +2,156	+5%	+$74.6K	0.05%	293
2024 Q2	$1.61M	Sell	47,314 -2,287	-5%	-$77.2K	0.05%	275
2024 Q1	$1.73M	Sell	49,601 -6,692	-12%	-$231K	0.06%	257
2023 Q4	$1.89M	Sell	56,293 -11,184	-17%	-$360K	0.08%	209
2023 Q3	$2.19M	Sell	67,477 -2,658	-4%	-$87.6K	0.1%	159
2023 Q2	$2.35M	Buy	70,135 +1,247	+2%	+$41.8K	0.11%	161
2023 Q1	$2.34M	Sell	68,888 -18,674	-21%	-$654K	0.1%	160
2022 Q4	$2.87M	Buy	87,562 +5,199	+6%	+$175K	0.14%	125
2022 Q3	$2.87M	Sell	82,363 -15,518	-16%	-$565K	0.16%	109
2022 Q2	$3.51M	Buy	97,881 +16,637	+20%	+$602K	0.21%	79
2022 Q1	$3.17M	Buy	81,244 +50,239	+162%	+$2.01M	0.19%	65
2021 Q4	$1.33M	Buy	31,005 +3,642	+13%	+$156K	0.08%	157
2021 Q3	$1.19M	Sell	27,363 -255	-0.9%	-$11.1K	0.08%	164
2021 Q2	$1.22M	Buy	27,618 +3,671	+15%	+$160K	0.08%	162
2021 Q1	$1.04M	Sell	23,947 -2,337	-9%	-$101K	0.08%	173
2020 Q4	$1.17M	Sell	26,284 -334	-1%	-$14.6K	0.1%	124
2020 Q3	$1.16M	Sell	26,618 -1,667	-6%	-$71.9K	0.13%	105
2020 Q2	$1.18M	Buy	28,285 +2,695	+11%	+$112K	0.15%	86
2020 Q1	$1M	Buy	25,590 +23,978	+1,487%	+$1.02M	0.15%	90
2019 Q4	$71K	Buy	+1,612	New	+$70.7K	0.01%	474

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

Wealthcare Advisory Partners's PSK Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 6.3% in Q2 2026, selling an estimated $78.3K and leaving 37,743 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #481.

Wealthcare Advisory Partners first reported a position in PSK in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.51M in Q2 2022. 154 funds tracked by Wall St. Rank hold PSK as of Q2 2026.

Wealthcare Advisory Partners held 37,743 shares of State Street SPDR ICE Preferred Securities ETF worth $1.15M as of Q2 2026.
Wealthcare Advisory Partners sold 2,520 State Street SPDR ICE Preferred Securities ETF shares in Q2 2026, an estimated $78.3K.
State Street SPDR ICE Preferred Securities ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #481 holding.
Wealthcare Advisory Partners first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2019 and has held it in 27 quarters since.
Wealthcare Advisory Partners's State Street SPDR ICE Preferred Securities ETF position peaked at $3.51M in Q2 2022.
154 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.