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EWG Elevate’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

EWG Elevate’s Portfolio PSF Stock Details PSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,243
Closed -$23.3K – 593
2022
Q4 		$23.3K Buy
+1,243
New +$23.6K 0.01% 266

Other funds holding PSF

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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EWG Elevate's PSF Position: Q1 2023 in Review

EWG Elevate sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q1 2023, closing a stake of 1,243 shares — an estimated $23.3K sold.

EWG Elevate first reported a position in PSF in Q4 2022 and held it in 1 quarter. The position peaked at $23.3K in Q4 2022. 42 funds tracked by Wall St. Rank hold PSF as of Q1 2023.

  • EWG Elevate reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q1 2023 after selling out during the quarter.
  • EWG Elevate sold 1,243 Cohen & Steers Select Preferred & Income Fund shares in Q1 2023, an estimated $23.3K.
  • EWG Elevate first reported a position in Cohen & Steers Select Preferred & Income Fund in Q4 2022 and held it in 1 quarter.
  • EWG Elevate's Cohen & Steers Select Preferred & Income Fund position peaked at $23.3K in Q4 2022.
  • 42 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.