Westover Capital Advisors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Westover Capital Advisors’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
2022 Q1	–	Sell	-5,500	Closed	-$236K	–	191
2021 Q4	$236K	Sell	5,500 -700	-11%	-$30K	0.07%	161
2021 Q3	$269K	Hold	6,200	–	–	0.08%	149
2021 Q2	$274K	Hold	6,200	–	–	0.09%	153
2021 Q1	$269K	Hold	6,200	–	–	0.09%	139
2020 Q4	$275K	Hold	6,200	–	–	0.1%	126
2020 Q3	$270K	Hold	6,200	–	–	0.11%	113
2020 Q2	$259K	Hold	6,200	–	–	0.12%	96
2020 Q1	$243K	Hold	6,200	–	–	0.13%	103
2019 Q4	$273K	Hold	6,200	–	–	0.12%	113
2019 Q3	$274K	Buy	6,200 +700	+13%	+$30.6K	0.13%	115
2019 Q2	$238K	Hold	5,500	–	–	0.12%	119
2019 Q1	$235K	Buy	+5,500	New	+$230K	0.12%	117

Other funds holding PSK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return