CIBC Private Wealth Group
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CIBC Private Wealth Group’s Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund PTA Stock Holding History

CIBC Private Wealth Group’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
2025
Q3 		– Sell
-1,894
Closed -$37.5K – 3263
2025
Q2 		$37.5K Sell
1,894
-210
-10% -$4.02K ﹤0.01% 1775
2025
Q1 		$37.1K Buy
+2,104
New +$41.4K ﹤0.01% 1746

Other funds holding PTA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

CIBC Private Wealth Group's PTA Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA) in Q3 2025, closing a stake of 1,894 shares — an estimated $37.5K sold.

CIBC Private Wealth Group first reported a position in PTA in Q1 2025 and held it in 2 quarters. The position peaked at $37.5K in Q2 2025. 51 funds tracked by Wall St. Rank hold PTA as of Q3 2025.

  • CIBC Private Wealth Group reported no remaining Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund position as of Q3 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1,894 Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund shares in Q3 2025, an estimated $37.5K.
  • CIBC Private Wealth Group first reported a position in Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund in Q1 2025 and held it in 2 quarters.
  • CIBC Private Wealth Group's Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund position peaked at $37.5K in Q2 2025.
  • 51 funds tracked by Wall St. Rank held Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.