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SPDR Wells Fargo Prfd Stk ETF shares owned by Provenance Wealth Advisors

Quarter-by-quarter ownership of SPDR Wells Fargo Prfd Stk ETF (PSK) shares owned by Provenance Wealth Advisors from 13F filings

Historical chart of Provenance Wealth Advisors investment in SPDR Wells Fargo Prfd Stk ETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR Wells Fargo Prfd Stk ETF held by Provenance Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Wells Fargo Prfd Stk ETF by Provenance Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 32k 33.07
2025-06-30 $1.0M 32k 31.76
2025-03-31 $1.0M 32k 32.39
2024-12-31 $1.0M 32k 32.99
2024-09-30 $1.1M 32k 35.66
2024-06-30 $1.7M 52k 33.93
2024-03-31 $1.8M 52k 34.87
2023-12-31 $6.2M 186k 33.52
2023-09-30 $6.5M 199k 32.46

More positions owned by Provenance Wealth Advisors

Ishares Tr Core S&p Ttl Stk Core S&p Ttl Stk (ITOT)
Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Vanguard Total International Stock Etf Vg Tl Intl Stk F (VXUS)
Jp Morgan Etf Active Growth Etf Active Growth (JGRO)
Ishares Tr Core Us Aggbd Et Core Us Aggbd Et (AGG)
Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM)
Ishares Tr Russell 3000 Etf Russell 3000 Etf (IWV)
Spdr S&p 500 Etf Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)

View all positions for Provenance Wealth Advisors

Top funds holding SPDR Wells Fargo Prfd Stk ETF

Wells Fargo & Company
Morgan Stanley
Bank of New York Mellon
Royal Bank of Canada
State of Wisconsin - Board of Commissioners of Public Lands
CNO Financial
Envestnet Asset Management
Park Avenue Securities
LPL Financial
Sage Advisory Services
Raymond James Financial
Lido Advisors
UBS Group
Branch Banking & Trust Company
Long Run Wealth Advisors

View all funds holding SPDR Wells Fargo Prfd Stk ETF