IFG Advisory’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

IFG Advisory’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 Q2	$35.7K	Buy	+1,775	New	+$35K	﹤0.01%	1443
2019 Q3	–	Sell	-7,719	Closed	-$214K	–	438
2019 Q2	$214K	Buy	+7,719	New	+$215K	0.04%	323

Other funds holding PSF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IFG Advisory's PSF Position: Q2 2026 in Review

IFG Advisory opened a new position in Cohen & Steers Select Preferred & Income Fund (PSF) in Q2 2026: 1,775 shares worth $35.7K. The stake represents ﹤0.01% of the portfolio and ranks #1443 among its holdings. This is a return to the name: IFG Advisory previously reported a position in PSF as recently as Q2 2019.

IFG Advisory first reported a position in PSF in Q2 2019 and has held it in 2 quarters since. The position peaked at $214K in Q2 2019. 54 funds tracked by Wall St. Rank hold PSF as of Q2 2026.

IFG Advisory held 1,775 shares of Cohen & Steers Select Preferred & Income Fund worth $35.7K as of Q2 2026.
Cohen & Steers Select Preferred & Income Fund was a new IFG Advisory position in Q2 2026.
Cohen & Steers Select Preferred & Income Fund made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1443 holding.
IFG Advisory first reported a position in Cohen & Steers Select Preferred & Income Fund in Q2 2019 and has held it in 2 quarters since.
IFG Advisory's Cohen & Steers Select Preferred & Income Fund position peaked at $214K in Q2 2019.
54 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.