Baird Financial Group
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Baird Financial Group’s Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund PTA Stock Holding History

Baird Financial Group’s Portfolio PTA Stock Details PTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.1M Buy
+235,818
New +$4.38M 0.01% 845

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Lido Advisors
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Rareview Capital
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First Trust Advisors
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Pettinga Financial Advisors
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Sovran Advisors
Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Baird Financial Group's PTA Position: Q3 2026 in Review

Baird Financial Group opened a new position in Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA) in Q3 2026: 235,818 shares worth $4.1M. The stake represents 0.01% of the portfolio and ranks #845 among its holdings.

43 funds tracked by Wall St. Rank hold PTA as of Q3 2026.

  • Baird Financial Group held 235,818 shares of Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund worth $4.1M as of Q3 2026.
  • Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund was a new Baird Financial Group position in Q3 2026.
  • Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund made up 0.01% of Baird Financial Group's portfolio in Q3 2026, its #845 holding.
  • 43 funds tracked by Wall St. Rank held Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund as of Q3 2026.

Based on Baird Financial Group's 13F filing for Q3 2026, filed 13 Nov 2026.