Highline Wealth Partners’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Highline Wealth 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
2026 Q3	$2.72K	Hold	150	–	–	﹤0.01%	1123
2026 Q2	$3.02K	Hold	150	–	–	﹤0.01%	1034
2026 Q1	$2.91K	Buy	+150	New	+$3.02K	﹤0.01%	913

Other funds holding PSF

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return

Highline Wealth Partners's PSF Position: Q3 2026 in Review

Highline Wealth Partners held its Cohen & Steers Select Preferred & Income Fund (PSF) position steady in Q3 2026 at 150 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

Highline Wealth Partners first reported a position in PSF in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.02K in Q2 2026. 15 funds tracked by Wall St. Rank hold PSF as of Q3 2026.

Highline Wealth Partners held 150 shares of Cohen & Steers Select Preferred & Income Fund worth $2.72K as of Q3 2026.
Highline Wealth Partners left its Cohen & Steers Select Preferred & Income Fund share count unchanged in Q3 2026.
Cohen & Steers Select Preferred & Income Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #1123 holding.
Highline Wealth Partners first reported a position in Cohen & Steers Select Preferred & Income Fund in Q1 2026 and has held it in 3 quarters since.
Highline Wealth Partners's Cohen & Steers Select Preferred & Income Fund position peaked at $3.02K in Q2 2026.
15 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.