Alpha Cubed Investments’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Alpha Cubed Investments’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
2025 Q4	–	Sell	-11,448	Closed	-$238K	–	310
2025 Q3	$238K	Sell	11,448 -850	-7%	-$17.4K	0.01%	257
2025 Q2	$248K	Hold	12,298	–	–	0.01%	258
2025 Q1	$246K	Hold	12,298	–	–	0.01%	244
2024 Q4	$243K	Hold	12,298	–	–	0.01%	220
2024 Q3	$264K	Hold	12,298	–	–	0.01%	216
2024 Q2	$243K	Hold	12,298	–	–	0.01%	239
2024 Q1	$246K	Hold	12,298	–	–	0.01%	235
2023 Q4	$232K	Sell	12,298 -2,000	-14%	-$36.8K	0.01%	237
2023 Q3	$259K	Hold	14,298	–	–	0.02%	203
2023 Q2	$260K	Hold	14,298	–	–	0.02%	212
2023 Q1	$259K	Sell	14,298 -24,622	-63%	-$496K	0.02%	217
2022 Q4	$729K	Buy	38,920 +25,622	+193%	+$486K	0.06%	137
2022 Q3	$239K	Hold	13,298	–	–	0.02%	217
2022 Q2	$271K	Hold	13,298	–	–	0.02%	249
2022 Q1	$307K	Buy	+13,298	New	+$313K	0.02%	256
2018 Q4	–	Sell	-11,078	Closed	-$282K	–	288
2018 Q3	$282K	Buy	+11,078	New	+$304K	0.03%	244

Other funds holding PSF

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alpha Cubed Investments's PSF Position: Q4 2025 in Review

Alpha Cubed Investments sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q4 2025, closing a stake of 11,448 shares — an estimated $238K sold.

Alpha Cubed Investments first reported a position in PSF in Q3 2018 and held it in 16 quarters. The position peaked at $729K in Q4 2022. 53 funds tracked by Wall St. Rank hold PSF as of Q4 2025.

Alpha Cubed Investments reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q4 2025 after selling out during the quarter.
Alpha Cubed Investments sold 11,448 Cohen & Steers Select Preferred & Income Fund shares in Q4 2025, an estimated $238K.
Alpha Cubed Investments first reported a position in Cohen & Steers Select Preferred & Income Fund in Q3 2018 and held it in 16 quarters.
Alpha Cubed Investments's Cohen & Steers Select Preferred & Income Fund position peaked at $729K in Q4 2022.
53 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.