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

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return

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

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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