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

WealthPoint Financial’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	$382K	Buy	12,504 +2,032	+19%	+$63.1K	0.28%	81
2026 Q1	$323K	Buy	10,472 +2,304	+28%	+$73.6K	0.27%	88
2025 Q4	$259K	Buy	+8,168	New	+$264K	0.23%	96

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

WealthPoint Financial's PSK Position: Q2 2026 in Review

WealthPoint Financial increased its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 19% in Q2 2026, buying an estimated $63.1K and bringing the position to 12,504 shares worth $382K. The position accounts for 0.28% of the portfolio, ranked #81.

WealthPoint Financial first reported a position in PSK in Q4 2025 and has held it in 3 quarters since. 154 funds tracked by Wall St. Rank hold PSK as of Q2 2026.

WealthPoint Financial held 12,504 shares of State Street SPDR ICE Preferred Securities ETF worth $382K as of Q2 2026.
WealthPoint Financial bought 2,032 State Street SPDR ICE Preferred Securities ETF shares in Q2 2026, an estimated $63.1K.
State Street SPDR ICE Preferred Securities ETF made up 0.28% of WealthPoint Financial's portfolio in Q2 2026, its #81 holding.
WealthPoint Financial first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2025 and has held it in 3 quarters since.
154 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2026.

Based on WealthPoint Financial's 13F filing for Q2 2026, filed 6 Aug 2026.