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Activest Wealth Management’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Activest Wealth Management’s Portfolio PSF Stock Details PSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,500
Closed -$50.6K – 605
2024
Q2 		$49.5K Buy
+2,500
New +$48.3K 0.02% 168

Other funds holding PSF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Activest Wealth Management's PSF Position: Q3 2024 in Review

Activest Wealth Management sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q3 2024, closing a stake of 2,500 shares — an estimated $50.6K sold.

Activest Wealth Management first reported a position in PSF in Q2 2024 and held it in 1 quarter. The position peaked at $49.5K in Q2 2024. 44 funds tracked by Wall St. Rank hold PSF as of Q3 2024.

  • Activest Wealth Management reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q3 2024 after selling out during the quarter.
  • Activest Wealth Management sold 2,500 Cohen & Steers Select Preferred & Income Fund shares in Q3 2024, an estimated $50.6K.
  • Activest Wealth Management first reported a position in Cohen & Steers Select Preferred & Income Fund in Q2 2024 and held it in 1 quarter.
  • Activest Wealth Management's Cohen & Steers Select Preferred & Income Fund position peaked at $49.5K in Q2 2024.
  • 44 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q3 2024.

Based on Activest Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.