Avantax Planning Partners’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Avantax Planning Partners’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
2022 Q1	–	Sell	-9,400	Closed	-$252K	–	378
2021 Q4	$252K	Hold	9,400	–	–	0.01%	303
2021 Q3	$268K	Hold	9,400	–	–	0.01%	272
2021 Q2	$288K	Hold	9,400	–	–	0.01%	260
2021 Q1	$260K	Hold	9,400	–	–	0.01%	260
2020 Q4	$264K	Sell	9,400 -3,837	-29%	-$102K	0.01%	242
2020 Q3	$351K	Buy	+13,237	New	+$347K	0.02%	213

Other funds holding PSF

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Avantax Planning Partners's PSF Position: Q1 2022 in Review

Avantax Planning Partners sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q1 2022, closing a stake of 9,400 shares — an estimated $252K sold.

Avantax Planning Partners first reported a position in PSF in Q3 2020 and held it in 6 quarters. The position peaked at $351K in Q3 2020. 44 funds tracked by Wall St. Rank hold PSF as of Q1 2022.

Avantax Planning Partners reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q1 2022 after selling out during the quarter.
Avantax Planning Partners sold 9,400 Cohen & Steers Select Preferred & Income Fund shares in Q1 2022, an estimated $252K.
Avantax Planning Partners first reported a position in Cohen & Steers Select Preferred & Income Fund in Q3 2020 and held it in 6 quarters.
Avantax Planning Partners's Cohen & Steers Select Preferred & Income Fund position peaked at $351K in Q3 2020.
44 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q1 2022.

Based on Avantax Planning Partners's 13F filing for Q1 2022, filed 9 May 2022.