Cetera Advisor Networks’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Cetera Advisor Networks’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
2023 Q2	–	Sell	-16,506	Closed	-$299K	–	2696
2023 Q1	$299K	Hold	16,506	–	–	﹤0.01%	2059
2022 Q4	$309K	Buy	16,506 +2,222	+16%	+$42.1K	﹤0.01%	1971
2022 Q3	$257K	Sell	14,284 -51	-0.4%	-$1.06K	﹤0.01%	1705
2022 Q2	$292K	Sell	14,335 -80	-0.6%	-$1.71K	﹤0.01%	1635
2022 Q1	$333K	Buy	14,415 +271	+2%	+$6.38K	﹤0.01%	1568
2021 Q4	$379K	Buy	+14,144	New	+$398K	﹤0.01%	1458
2020 Q3	–	Sell	-900	Closed	-$22K	–	2574
2020 Q2	$22K	Buy	+900	New	+$22K	﹤0.01%	2345

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KIA

KLR Investment Advisors Providence, Rhode Island $138M AUM 25.88% 1-Year Est. Return

Cetera Advisor Networks's PSF Position: Q2 2023 in Review

Cetera Advisor Networks sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q2 2023, closing a stake of 16,506 shares — an estimated $299K sold.

Cetera Advisor Networks first reported a position in PSF in Q2 2020 and held it in 7 quarters. The position peaked at $379K in Q4 2021. 40 funds tracked by Wall St. Rank hold PSF as of Q2 2023.

Cetera Advisor Networks reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q2 2023 after selling out during the quarter.
Cetera Advisor Networks sold 16,506 Cohen & Steers Select Preferred & Income Fund shares in Q2 2023, an estimated $299K.
Cetera Advisor Networks first reported a position in Cohen & Steers Select Preferred & Income Fund in Q2 2020 and held it in 7 quarters.
Cetera Advisor Networks's Cohen & Steers Select Preferred & Income Fund position peaked at $379K in Q4 2021.
40 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q2 2023.

Based on Cetera Advisor Networks's 13F filing for Q2 2023, filed 10 Aug 2023.