WR Wealth Planners’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

WR Wealth Planners’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
2023 Q2	–	Sell	-641	Closed	-$21.8K	–	962
2023 Q1	$21.8K	Hold	641	–	–	0.01%	418
2022 Q4	$21K	Hold	641	–	–	0.01%	215
2022 Q3	$22.3K	Hold	641	–	–	0.02%	198
2022 Q2	$23K	Buy	641 +125	+24%	+$4.52K	0.02%	214
2022 Q1	$20.1K	Buy	+516	New	+$20.6K	0.01%	229

Other funds holding PSK

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CFG

CNO Financial Group Carmel, Indiana $175M AUM 2.24% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

WR Wealth Planners's PSK Position: Q2 2023 in Review

WR Wealth Planners sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q2 2023, closing a stake of 641 shares — an estimated $21.8K sold.

WR Wealth Planners first reported a position in PSK in Q1 2022 and held it in 5 quarters. The position peaked at $23K in Q2 2022. 184 funds tracked by Wall St. Rank hold PSK as of Q2 2023.

WR Wealth Planners reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q2 2023 after selling out during the quarter.
WR Wealth Planners sold 641 State Street SPDR ICE Preferred Securities ETF shares in Q2 2023, an estimated $21.8K.
WR Wealth Planners first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2022 and held it in 5 quarters.
WR Wealth Planners's State Street SPDR ICE Preferred Securities ETF position peaked at $23K in Q2 2022.
184 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.