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

Win 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
-936
Closed -$40K – 208
2021
Q4 		$40K Buy
+936
New +$40.1K 0.01% 51

Other funds holding PSK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
PL
Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Win Advisors's PSK Position: Q1 2022 in Review

Win Advisors sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2022, closing a stake of 936 shares — an estimated $40K sold.

Win Advisors first reported a position in PSK in Q4 2021 and held it in 1 quarter. The position peaked at $40K in Q4 2021. 197 funds tracked by Wall St. Rank hold PSK as of Q1 2022.

  • Win Advisors reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2022 after selling out during the quarter.
  • Win Advisors sold 936 State Street SPDR ICE Preferred Securities ETF shares in Q1 2022, an estimated $40K.
  • Win Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2021 and held it in 1 quarter.
  • Win Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $40K in Q4 2021.
  • 197 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2022.

Based on Win Advisors's 13F filing for Q1 2022, filed 13 May 2022.