WAG
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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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return