Wiser Advisor Group’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Wiser Advisor Group’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 Q1	–	Sell	-34	Closed	-$1.08K	–	236
2025 Q4	$1.08K	Hold	34	–	–	﹤0.01%	226
2025 Q3	$1.12K	Buy	+34	New	+$1.11K	﹤0.01%	237
2025 Q2	–	Sell	-34	Closed	-$1.1K	–	199
2025 Q1	$1.1K	Hold	34	–	–	﹤0.01%	253
2024 Q4	$1.12K	Hold	34	–	–	﹤0.01%	253
2024 Q3	$1.21K	Hold	34	–	–	﹤0.01%	253
2024 Q2	$1.15K	Hold	34	–	–	﹤0.01%	282
2024 Q1	$1.19K	Hold	34	–	–	﹤0.01%	280
2023 Q4	$1.14K	Buy	+34	New	+$1.09K	﹤0.01%	279

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 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

Wiser Advisor Group's PSK Position: Q1 2026 in Review

Wiser Advisor Group sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2026, closing a stake of 34 shares — an estimated $1.08K sold.

Wiser Advisor Group first reported a position in PSK in Q4 2023 and held it in 8 quarters. The position peaked at $1.21K in Q3 2024. 161 funds tracked by Wall St. Rank hold PSK as of Q1 2026.

Wiser Advisor Group reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2026 after selling out during the quarter.
Wiser Advisor Group sold 34 State Street SPDR ICE Preferred Securities ETF shares in Q1 2026, an estimated $1.08K.
Wiser Advisor Group first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2023 and held it in 8 quarters.
Wiser Advisor Group's State Street SPDR ICE Preferred Securities ETF position peaked at $1.21K in Q3 2024.
161 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2026.

Based on Wiser Advisor Group's 13F filing for Q1 2026, filed 22 Apr 2026.