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

Global Retirement 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
2025
Q4 		$32K Buy
+1,658
New +$32.7K ﹤0.01% 2626

Other funds holding PTA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Global Retirement Partners's PTA Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA) in Q4 2025: 1,658 shares worth $32K. The stake represents ﹤0.01% of the portfolio and ranks #2626 among its holdings.

60 funds tracked by Wall St. Rank hold PTA as of Q4 2025.

  • Global Retirement Partners held 1,658 shares of Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund worth $32K as of Q4 2025.
  • Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund was a new Global Retirement Partners position in Q4 2025.
  • Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2626 holding.
  • 60 funds tracked by Wall St. Rank held Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.