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

Carson Wealth (CWM LLC)’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 Q1	–	Sell	-251	Closed	-$5K	–	5164
2024 Q4	$5K	Buy	+251	New	+$5.14K	﹤0.01%	4232
2023 Q3	–	Sell	-549	Closed	-$10K	–	4470
2023 Q2	$10K	Hold	549	–	–	﹤0.01%	3098
2023 Q1	$10K	Buy	+549	New	+$11.1K	﹤0.01%	2964

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

SAM

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

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PSF Position: Q1 2025 in Review

Carson Wealth (CWM LLC) sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q1 2025, closing a stake of 251 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in PSF in Q1 2023 and held it in 3 quarters. The position peaked at $10K in Q2 2023. 49 funds tracked by Wall St. Rank hold PSF as of Q1 2025.

Carson Wealth (CWM LLC) reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q1 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 251 Cohen & Steers Select Preferred & Income Fund shares in Q1 2025, an estimated $5K.
Carson Wealth (CWM LLC) first reported a position in Cohen & Steers Select Preferred & Income Fund in Q1 2023 and held it in 3 quarters.
Carson Wealth (CWM LLC)'s Cohen & Steers Select Preferred & Income Fund position peaked at $10K in Q2 2023.
49 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q1 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.