HWP
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Highline Wealth Partners’s Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund PTA Stock Holding History

Highline Wealth Partners’s Portfolio PTA Stock Details PTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.75K Hold
352
– – ﹤0.01% 762
2026
Q1 		$6.6K Buy
352
+152
+76% +$2.95K ﹤0.01% 623
2025
Q4 		$3.86K Buy
+200
New +$3.94K ﹤0.01% 636

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PFA
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RA
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LA
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NWMP
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MPWT
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EWP
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