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Greykasell Wealth Strategies’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Greykasell Wealth Strategies’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
2025
Q2 		– Sell
-625
Closed -$12.7K – 331
2025
Q1 		$12.7K Buy
+625
New +$12.9K 0.01% 247

Other funds holding LDP

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Greykasell Wealth Strategies's LDP Position: Q2 2025 in Review

Greykasell Wealth Strategies sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q2 2025, closing a stake of 625 shares — an estimated $12.7K sold.

Greykasell Wealth Strategies first reported a position in LDP in Q1 2025 and held it in 1 quarter. The position peaked at $12.7K in Q1 2025. 75 funds tracked by Wall St. Rank hold LDP as of Q2 2025.

  • Greykasell Wealth Strategies reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q2 2025 after selling out during the quarter.
  • Greykasell Wealth Strategies sold 625 Cohen & Steers Duration Preferred & Income Fund shares in Q2 2025, an estimated $12.7K.
  • Greykasell Wealth Strategies first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q1 2025 and held it in 1 quarter.
  • Greykasell Wealth Strategies's Cohen & Steers Duration Preferred & Income Fund position peaked at $12.7K in Q1 2025.
  • 75 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q2 2025.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.