Carson Wealth (CWM LLC)’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LDP Stock Details LDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2K	Hold	100	–	–	﹤0.01%	5280
2025 Q4	$2K	Hold	100	–	–	﹤0.01%	5097
2025 Q3	$2K	Buy	+100	New	+$2.14K	﹤0.01%	5012
2023 Q3	–	Sell	-625	Closed	-$11K	–	4360
2023 Q2	$11K	Buy	+625	New	+$10.9K	﹤0.01%	3025
2023 Q1	–	Sell	-4	Closed	–	–	4212
2022 Q4	$0	Hold	4	–	–	﹤0.01%	4120
2022 Q3	$0	Sell	4 -801	-100%	-$16.2K	﹤0.01%	4065
2022 Q2	$16K	Buy	805 +4	+0.5%	+$84	﹤0.01%	2267
2022 Q1	$18K	Buy	+801	New	+$18.9K	﹤0.01%	2141
2019 Q1	–	Sell	-2,143	Closed	-$47K	–	3136
2018 Q4	$47K	Buy	2,143 +1,743	+436%	+$38.9K	﹤0.01%	890
2018 Q3	$10K	Buy	+400	New	+$9.91K	﹤0.01%	1152

Other funds holding LDP

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

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

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

GCM

Glaxis Capital Management Sarasota, Florida $79.9M AUM 28.25% 1-Year Est. Return

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

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

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

GIP

Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LDP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Cohen & Steers Duration Preferred & Income Fund (LDP) position steady in Q1 2026 at 100 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #5280.

Carson Wealth (CWM LLC) first reported a position in LDP in Q3 2018 and has held it in 10 quarters since. The position peaked at $47K in Q4 2018. 83 funds tracked by Wall St. Rank hold LDP as of Q1 2026.

Carson Wealth (CWM LLC) held 100 shares of Cohen & Steers Duration Preferred & Income Fund worth $2K as of Q1 2026.
Carson Wealth (CWM LLC) left its Cohen & Steers Duration Preferred & Income Fund share count unchanged in Q1 2026.
Cohen & Steers Duration Preferred & Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5280 holding.
Carson Wealth (CWM LLC) first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q3 2018 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s Cohen & Steers Duration Preferred & Income Fund position peaked at $47K in Q4 2018.
83 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.