Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund PTA Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$34.8K Buy
+1,855
New +$36K ﹤0.01% 4061
2023
Q3 		– Sell
-126
Closed -$2K – 4472
2023
Q2 		$2K Buy
+126
New +$2.13K ﹤0.01% 3838
2023
Q1 		– Sell
-22
Closed – – 4286
2022
Q4 		$0 Hold
22
– – ﹤0.01% 4196
2022
Q3 		$0 Hold
22
– – ﹤0.01% 4132
2022
Q2 		$0 Buy
+22
New +$440 ﹤0.01% 4044

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