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Wealthspire Advisors (Maryland)’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-500
Closed -$21K – 1628
2019
Q1 		$21K Buy
+500
New +$20.9K ﹤0.01% 1258

Other funds holding PSK

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PSK Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q2 2019, closing a stake of 500 shares — an estimated $21K sold.

Wealthspire Advisors (Maryland) first reported a position in PSK in Q1 2019 and held it in 1 quarter. The position peaked at $21K in Q1 2019. 134 funds tracked by Wall St. Rank hold PSK as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 500 State Street SPDR ICE Preferred Securities ETF shares in Q2 2019, an estimated $21K.
  • Wealthspire Advisors (Maryland) first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2019 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s State Street SPDR ICE Preferred Securities ETF position peaked at $21K in Q1 2019.
  • 134 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.