IA
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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GCM
Glaxis Capital Management Sarasota, Florida $79.9M AUM 28.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return

IFP Advisors's LDP Position: Q1 2026 in Review

IFP Advisors held its Cohen & Steers Duration Preferred & Income Fund (LDP) position steady in Q1 2026 at 500 shares worth $9.98K. The position accounts for ﹤0.01% of the portfolio, ranked #3148.

IFP Advisors first reported a position in LDP in Q4 2015 and has held it in 25 quarters since. The position peaked at $230K in Q3 2018. 83 funds tracked by Wall St. Rank hold LDP as of Q1 2026.

  • IFP Advisors held 500 shares of Cohen & Steers Duration Preferred & Income Fund worth $9.98K as of Q1 2026.
  • IFP Advisors left its Cohen & Steers Duration Preferred & Income Fund share count unchanged in Q1 2026.
  • Cohen & Steers Duration Preferred & Income Fund made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3148 holding.
  • IFP Advisors first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q4 2015 and has held it in 25 quarters since.
  • IFP Advisors's Cohen & Steers Duration Preferred & Income Fund position peaked at $230K in Q3 2018.
  • 83 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.