Hexagon Capital Partners’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Hexagon Capital Partners’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	–	Sell	-5,999	Closed	-$120K	–	1289
2025 Q1	$120K	Hold	5,999	–	–	0.02%	286
2024 Q4	$119K	Hold	5,999	–	–	0.02%	291
2024 Q3	$129K	Hold	5,999	–	–	0.03%	270
2024 Q2	$119K	Hold	5,999	–	–	0.03%	271
2024 Q1	$120K	Hold	5,999	–	–	0.03%	271
2023 Q4	$113K	Hold	5,999	–	–	0.03%	275
2023 Q3	$109K	Hold	5,999	–	–	0.03%	241
2023 Q2	$109K	Hold	5,999	–	–	0.03%	243
2023 Q1	$109K	Hold	5,999	–	–	0.03%	236
2022 Q4	$112K	Hold	5,999	–	–	0.03%	225
2022 Q3	$108K	Hold	5,999	–	–	0.03%	226
2022 Q2	$122K	Hold	5,999	–	–	0.04%	234
2022 Q1	$138K	Hold	5,999	–	–	0.04%	226
2021 Q4	$161K	Hold	5,999	–	–	0.04%	205
2021 Q3	$171K	Buy	+5,999	New	+$184K	0.05%	171

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

Hexagon Capital Partners's PSF Position: Q2 2025 in Review

Hexagon Capital Partners sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q2 2025, closing a stake of 5,999 shares — an estimated $120K sold.

Hexagon Capital Partners first reported a position in PSF in Q3 2021 and held it in 15 quarters. The position peaked at $171K in Q3 2021. 49 funds tracked by Wall St. Rank hold PSF as of Q2 2025.

Hexagon Capital Partners reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 5,999 Cohen & Steers Select Preferred & Income Fund shares in Q2 2025, an estimated $120K.
Hexagon Capital Partners first reported a position in Cohen & Steers Select Preferred & Income Fund in Q3 2021 and held it in 15 quarters.
Hexagon Capital Partners's Cohen & Steers Select Preferred & Income Fund position peaked at $171K in Q3 2021.
49 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.