IFP Advisors’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

IFP Advisors’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	$10.6K	Hold	500	–	–	﹤0.01%	3364
2026 Q1	$9.98K	Hold	500	–	–	﹤0.01%	3148
2025 Q4	$10.6K	Hold	500	–	–	﹤0.01%	3038
2025 Q3	$10.8K	Hold	500	–	–	﹤0.01%	2866
2025 Q2	$10.5K	Hold	500	–	–	﹤0.01%	2884
2025 Q1	$10.2K	Sell	500 -533	-52%	-$11K	﹤0.01%	2571
2024 Q4	$20.9K	Buy	1,033 +533	+107%	+$11.2K	﹤0.01%	2227
2024 Q3	$10.9K	Buy	+500	New	+$10.1K	﹤0.01%	2389
2023 Q1	–	Sell	-250	Closed	-$10K	–	3982
2022 Q4	$10K	Sell	250 -5	-2%	-$94	﹤0.01%	3388
2022 Q3	$10K	Sell	255 -29	-10%	-$588	﹤0.01%	3652
2022 Q2	$10K	Hold	284	–	–	﹤0.01%	3407
2022 Q1	$10K	Buy	+284	New	+$6.7K	﹤0.01%	3407
2019 Q1	$10K	Sell	417 -5,016	-92%	-$117K	﹤0.01%	1604
2018 Q4	$117K	Sell	5,433 -4,228	-44%	-$94.3K	0.01%	1111
2018 Q3	$230K	Buy	9,661 +1,492	+18%	+$37K	0.01%	1003
2018 Q2	$209K	Buy	8,169 +479	+6%	+$12.2K	0.01%	1040
2018 Q1	$200K	Hold	7,690	–	–	0.01%	993
2017 Q4	$200K	Sell	7,690 -500	-6%	-$13.2K	0.01%	996
2017 Q3	$219K	Hold	8,190	–	–	0.01%	1090
2017 Q2	$219K	Hold	8,190	–	–	0.01%	1080
2017 Q1	$208K	Buy	8,190 +1,974	+32%	+$49.8K	0.01%	1098
2016 Q4	$153K	Sell	6,216 -303	-5%	-$7.3K	0.01%	1195
2016 Q3	$164K	Buy	6,519 +489	+8%	+$12.3K	0.01%	1101
2016 Q2	$147K	Buy	6,030 +5,613	+1,346%	+$133K	0.01%	1130
2016 Q1	$10K	Sell	417 -5,613	-93%	-$127K	﹤0.01%	1602
2015 Q4	$136K	Buy	+6,030	New	+$136K	0.01%	1011

Other funds holding LDP

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

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

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

GCM

Glaxis Capital Management Sarasota, Florida $49.8M AUM 23.19% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

IFP Advisors's LDP Position: Q2 2026 in Review

IFP Advisors held its Cohen & Steers Duration Preferred & Income Fund (LDP) position steady in Q2 2026 at 500 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3364.

IFP Advisors first reported a position in LDP in Q4 2015 and has held it in 26 quarters since. The position peaked at $230K in Q3 2018. 79 funds tracked by Wall St. Rank hold LDP as of Q2 2026.

IFP Advisors held 500 shares of Cohen & Steers Duration Preferred & Income Fund worth $10.6K as of Q2 2026.
IFP Advisors 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 IFP Advisors's portfolio in Q2 2026, its #3364 holding.
IFP Advisors first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q4 2015 and has held it in 26 quarters since.
IFP Advisors's Cohen & Steers Duration Preferred & Income Fund position peaked at $230K in Q3 2018.
79 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.