GPS Wealth Strategies Group’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

GPS Wealth Strategies Group’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 Q4	–	Sell	-2,116	Closed	-$44K	–	1311
2025 Q3	$44K	Buy	2,116 +13	+0.6%	+$266	﹤0.01%	706
2025 Q2	$42.4K	Buy	2,103 +23	+1%	+$447	﹤0.01%	669
2025 Q1	$41.6K	Buy	2,080 +26	+1%	+$523	0.01%	652
2024 Q4	$40.6K	Buy	2,054 +25	+1%	+$512	0.01%	622
2024 Q3	$43.5K	Buy	2,029 +29	+1%	+$587	0.01%	610
2024 Q2	$39.6K	Hold	2,000	–	–	0.01%	591
2024 Q1	$40K	Hold	2,000	–	–	0.01%	561
2023 Q4	$37.8K	Hold	2,000	–	–	0.01%	552
2023 Q3	$36.2K	Hold	2,000	–	–	0.01%	557
2023 Q2	$36.3K	Hold	2,000	–	–	0.01%	564
2023 Q1	$36.2K	Buy	+2,000	New	+$40.3K	0.01%	547
2022 Q4	–	Sell	-2,000	Closed	-$36K	–	834
2022 Q3	$36K	Hold	2,000	–	–	0.01%	490
2022 Q2	$41K	Hold	2,000	–	–	0.01%	483
2022 Q1	$46K	Hold	2,000	–	–	0.01%	436
2021 Q4	$54K	Hold	2,000	–	–	0.01%	385
2021 Q3	$57K	Hold	2,000	–	–	0.01%	367
2021 Q2	$61K	Hold	2,000	–	–	0.02%	375
2021 Q1	$55K	Buy	+2,000	New	+$54.3K	0.02%	369

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

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

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

SAM

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GPS Wealth Strategies Group's PSF Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q4 2025, closing a stake of 2,116 shares — an estimated $44K sold.

GPS Wealth Strategies Group first reported a position in PSF in Q1 2021 and held it in 18 quarters. The position peaked at $61K in Q2 2021. 53 funds tracked by Wall St. Rank hold PSF as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 2,116 Cohen & Steers Select Preferred & Income Fund shares in Q4 2025, an estimated $44K.
GPS Wealth Strategies Group first reported a position in Cohen & Steers Select Preferred & Income Fund in Q1 2021 and held it in 18 quarters.
GPS Wealth Strategies Group's Cohen & Steers Select Preferred & Income Fund position peaked at $61K in Q2 2021.
53 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.