PSK — SPDR ICE PREFERRED SECURITIES ETF

Ownership history in EverSource Wealth Advisors, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in SPDR ICE PREFERRED SECURITIES ETF (PSK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 280 — — 0.00% $9K $31.98
% of Fund (quarterly)    PSK price (monthly, adj. close)

Other funds also holding PSK

As of 2025 Q4 — sorted by position size

State of Wisconsin - Board of Commissioners of Public Lands 15.99% Sage Advisory Services, Ltd.Co. 3Y 7Y 5.96% Long Run Wealth Advisors, LLC 3Y 1.37% Twelve Points Wealth Management LLC 3Y 0.83% Shulman DeMeo Asset Management LLC 3Y 7Y 0.79% Rosenberg Matthew Hamilton 3Y 0.62% Investors Research Corp 3Y 7Y 0.53% Checchi Capital Advisers, LLC 3Y 7Y 0.31% Atlas Private Wealth Advisors 3Y 0.28% WealthPoint Financial, LLC 0.23%
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