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Everpar Advisors’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Everpar Advisors’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
Q2 		$281K Hold
13,290
– – 0.08% 226
2026
Q1 		$265K Hold
13,290
– – 0.09% 226
2025
Q4 		$281K Sell
13,290
-3,275
-20% -$70.1K 0.1% 207
2025
Q3 		$359K Hold
16,565
– – 0.14% 170
2025
Q2 		$348K Sell
16,565
-700
-4% -$14K 0.16% 176
2025
Q1 		$352K Hold
17,265
– – 0.19% 152
2024
Q4 		$349K Sell
17,265
-3,238
-16% -$68.3K 0.18% 158
2024
Q3 		$446K Hold
20,503
– – 0.23% 135
2024
Q2 		$408K Hold
20,503
– – 0.2% 156
2024
Q1 		$412K Sell
20,503
-633
-3% -$12.3K 0.25% 135
2023
Q4 		$390K Buy
+21,136
New +$374K 0.18% 179

Other funds holding LDP

BI
Breachway Investments Charlestown, Rhode Island $66.4M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
VWM
Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Everpar Advisors's LDP Position: Q2 2026 in Review

Everpar Advisors held its Cohen & Steers Duration Preferred & Income Fund (LDP) position steady in Q2 2026 at 13,290 shares worth $281K. The position accounts for 0.08% of the portfolio, ranked #226.

Everpar Advisors first reported a position in LDP in Q4 2023 and has held it in 11 quarters since. The position peaked at $446K in Q3 2024. 12 funds tracked by Wall St. Rank hold LDP as of Q2 2026.

  • Everpar Advisors held 13,290 shares of Cohen & Steers Duration Preferred & Income Fund worth $281K as of Q2 2026.
  • Everpar Advisors left its Cohen & Steers Duration Preferred & Income Fund share count unchanged in Q2 2026.
  • Cohen & Steers Duration Preferred & Income Fund made up 0.08% of Everpar Advisors's portfolio in Q2 2026, its #226 holding.
  • Everpar Advisors first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q4 2023 and has held it in 11 quarters since.
  • Everpar Advisors's Cohen & Steers Duration Preferred & Income Fund position peaked at $446K in Q3 2024.
  • 12 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.