Cetera Investment Advisers
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Cetera Investment Advisers’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Cetera Investment Advisers’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 		$513K Buy
25,694
+5,781
+29% +$121K ﹤0.01% 3493
2025
Q4 		$422K Sell
19,913
-1,065
-5% -$22.8K ﹤0.01% 3587
2025
Q3 		$455K Buy
20,978
+2,711
+15% +$58K ﹤0.01% 3454
2025
Q2 		$383K Buy
18,267
+587
+3% +$11.8K ﹤0.01% 3178
2025
Q1 		$360K Buy
17,680
+961
+6% +$19.8K ﹤0.01% 3111
2024
Q4 		$338K Sell
16,719
-229
-1% -$4.83K ﹤0.01% 3009
2024
Q3 		$369K Buy
16,948
+1,492
+10% +$30.2K ﹤0.01% 2894
2024
Q2 		$308K Sell
15,456
-898
-5% -$17.6K ﹤0.01% 3011
2024
Q1 		$328K Buy
+16,354
New +$318K ﹤0.01% 2952
2021
Q2 		– Sell
-10,218
Closed -$267K – 1801
2021
Q1 		$267K Sell
10,218
-1,905
-16% -$48.7K 0.01% 1313
2020
Q4 		$322K Buy
12,123
+2,478
+26% +$60.9K 0.01% 1201
2020
Q3 		$225K Buy
9,645
+7
+0.1% +$165 0.02% 567
2020
Q2 		$217K Buy
+9,638
New +$216K 0.02% 561
2020
Q1 		– Sell
-9,683
Closed -$254K – 593
2019
Q4 		$254K Hold
9,683
– – 0.03% 488
2019
Q3 		$249K Hold
9,683
– – 0.03% 444
2019
Q2 		$240K Hold
9,683
– – 0.03% 439
2019
Q1 		$229K Buy
+9,683
New +$226K 0.03% 424

Other funds holding LDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
Bank of America
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

Cetera Investment Advisers's LDP Position: Q1 2026 in Review

Cetera Investment Advisers increased its Cohen & Steers Duration Preferred & Income Fund (LDP) stake by 29% in Q1 2026, buying an estimated $121K and bringing the position to 25,694 shares worth $513K. The position accounts for ﹤0.01% of the portfolio, ranked #3493.

Cetera Investment Advisers first reported a position in LDP in Q1 2019 and has held it in 17 quarters since. 83 funds tracked by Wall St. Rank hold LDP as of Q1 2026.

  • Cetera Investment Advisers held 25,694 shares of Cohen & Steers Duration Preferred & Income Fund worth $513K as of Q1 2026.
  • Cetera Investment Advisers bought 5,781 Cohen & Steers Duration Preferred & Income Fund shares in Q1 2026, an estimated $121K.
  • Cohen & Steers Duration Preferred & Income Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3493 holding.
  • Cetera Investment Advisers first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q1 2019 and has held it in 17 quarters since.
  • 83 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.