Financial Gravity Companies’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Financial Gravity Companies’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
2025 Q2	$2.86K	Buy	+142	New	+$2.76K	﹤0.01%	731

Other funds holding PSF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Financial Gravity Companies's PSF Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Cohen & Steers Select Preferred & Income Fund (PSF) in Q2 2025: 142 shares worth $2.86K. The stake represents ﹤0.01% of the portfolio and ranks #731 among its holdings.

49 funds tracked by Wall St. Rank hold PSF as of Q2 2025.

Financial Gravity Companies held 142 shares of Cohen & Steers Select Preferred & Income Fund worth $2.86K as of Q2 2025.
Cohen & Steers Select Preferred & Income Fund was a new Financial Gravity Companies position in Q2 2025.
Cohen & Steers Select Preferred & Income Fund made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #731 holding.
49 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.