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

Elevation Wealth Partners’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 Q3	$26.1K	Hold	1,500	–	–	0.01%	596
2026 Q2	$28.8K	Buy	+1,500	New	+$29K	0.01%	464

Other funds holding PTA

PFA

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Elevation Wealth Partners's PTA Position: Q3 2026 in Review

Elevation Wealth Partners held its Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA) position steady in Q3 2026 at 1,500 shares worth $26.1K. The position accounts for 0.01% of the portfolio, ranked #596.

Elevation Wealth Partners first reported a position in PTA in Q2 2026 and has held it in 2 quarters since. The position peaked at $28.8K in Q2 2026. 4 funds tracked by Wall St. Rank hold PTA as of Q3 2026.

Elevation Wealth Partners held 1,500 shares of Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund worth $26.1K as of Q3 2026.
Elevation Wealth Partners left its Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund share count unchanged in Q3 2026.
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #596 holding.
Elevation Wealth Partners first reported a position in Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund in Q2 2026 and has held it in 2 quarters since.
Elevation Wealth Partners's Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund position peaked at $28.8K in Q2 2026.
4 funds tracked by Wall St. Rank held Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.