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

CreativeOne Wealth’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 Q2	$307K	Sell
2025 Q1	$421K	Hold
2024 Q4	$416K	Buy