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Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund

Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Elevation Wealth Partners
51
Elevation Wealth Partners
California
USD 28.8 k +USD 29 k +1,500 Nuevas
Timbuktu Capital Management
52
Timbuktu Capital Management
Massachusetts
USD 15.7 k +USD 15.9 k +820 Nuevas
WPG Advisers
53
WPG Advisers
Maryland
USD 15.1 k +USD 4 k +207 +36%
Steward Partners Investment Advisory
54
Steward Partners Investment Advisory
New York
USD 15 k +USD 15.2 k +784 Nuevas
Arax Advisory Partners
55
Arax Advisory Partners
Colorado
USD 11.5 k +USD 5.8 k +300 +100%
Highline Wealth Partners
56
Highline Wealth Partners
California
USD 6.75 k – – –
Mark Sheptoff Financial Planning
57
Mark Sheptoff Financial Planning
Connecticut
USD 5.75 k +USD 5.8 k +300 Nuevas
Elevated Capital Advisors
58
Elevated Capital Advisors
Utah
USD 3.84 k – – –
Pinnacle Bancorp
59
Pinnacle Bancorp
Nebraska
USD 3.22 k – – –
AssetMark Inc
60
AssetMark Inc
California
USD 825 – – –
BlackRock
61
BlackRock
New York
USD 91 -USD 3.99 k -206 -98%
Independent Advisor Alliance
62
Independent Advisor Alliance
North Carolina
– -USD 1.52 M -81,085 Cerradas
Readystate Asset Management
63
Readystate Asset Management
Illinois
– -USD 547 k -29,178 Cerradas
JP Morgan Chase
64
JP Morgan Chase
New York
– -USD 454 k -25,000 Cerradas
PW Nova Financial Services
65
PW Nova Financial Services
Pennsylvania
– -USD 313 k -16,694 Cerradas
Wolverine Asset Management
66
Wolverine Asset Management
Illinois
– -USD 174 k -9,308 Cerradas
IFP Advisors
67
IFP Advisors
Florida
– -USD 26.9 k -1,433 Cerradas
Jones Financial Companies
68
Jones Financial Companies
Missouri
– -USD 911 -50 Cerradas