HWP
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Highline Wealth Partners’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Highline Wealth Partners’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
2026
Q2 		$6.14K Hold
290
– – ﹤0.01% 798
2026
Q1 		$5.79K Buy
290
+150
+107% +$3.15K ﹤0.01% 684
2025
Q4 		$2.96K Hold
140
– – ﹤0.01% 743
2025
Q3 		$3.03K Buy
+140
New +$3K ﹤0.01% 743

Other funds holding LDP

BI
Breachway Investments Charlestown, Rhode Island $66.4M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
EA
Everpar Advisors Tulsa, Oklahoma $352M AUM 37.56% 1-Year Est. Return
VWM
Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Highline Wealth Partners's LDP Position: Q2 2026 in Review

Highline Wealth Partners held its Cohen & Steers Duration Preferred & Income Fund (LDP) position steady in Q2 2026 at 290 shares worth $6.14K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Highline Wealth Partners first reported a position in LDP in Q3 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold LDP as of Q2 2026.

  • Highline Wealth Partners held 290 shares of Cohen & Steers Duration Preferred & Income Fund worth $6.14K as of Q2 2026.
  • Highline Wealth Partners left its Cohen & Steers Duration Preferred & Income Fund share count unchanged in Q2 2026.
  • Cohen & Steers Duration Preferred & Income Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #798 holding.
  • Highline Wealth Partners first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q3 2025 and has held it in 4 quarters since.
  • 12 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.