IWM
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IHT Wealth Management’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

IHT Wealth Management’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
2022
Q2 		– Sell
-9,227
Closed -$211K – 780
2022
Q1 		$211K Buy
9,227
+1,260
+16% +$29.7K 0.02% 693
2021
Q4 		$211K Buy
+7,967
New +$215K 0.02% 733
2021
Q3 		– Sell
-36,204
Closed -$992K – 898
2021
Q2 		$992K Sell
36,204
-1,226
-3% -$32.7K 0.06% 321
2021
Q1 		$978K Sell
37,430
-1,650
-4% -$42.2K 0.07% 273
2020
Q4 		$1.04M Sell
39,080
-606
-2% -$14.9K 0.09% 236
2020
Q3 		$927K Buy
39,686
+28,929
+269% +$681K 0.09% 229
2020
Q2 		$242K Sell
10,757
-33,162
-76% -$742K 0.03% 464
2020
Q1 		$903K Buy
43,919
+1,169
+3% +$28.9K 0.13% 176
2019
Q4 		$1.12M Buy
42,750
+800
+2% +$20.8K 0.13% 172
2019
Q3 		$1.07M Buy
41,950
+3,350
+9% +$84.5K 0.15% 160
2019
Q2 		$961K Hold
38,600
– – 0.14% 163
2019
Q1 		$914K Buy
38,600
+2,539
+7% +$59.2K 0.15% 165
2018
Q4 		$786K Buy
+36,061
New +$804K 0.15% 166

Other funds holding LDP

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return

IHT Wealth Management's LDP Position: Q2 2022 in Review

IHT Wealth Management sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q2 2022, closing a stake of 9,227 shares — an estimated $211K sold.

IHT Wealth Management first reported a position in LDP in Q4 2018 and held it in 13 quarters. The position peaked at $1.12M in Q4 2019. 74 funds tracked by Wall St. Rank hold LDP as of Q2 2022.

  • IHT Wealth Management reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q2 2022 after selling out during the quarter.
  • IHT Wealth Management sold 9,227 Cohen & Steers Duration Preferred & Income Fund shares in Q2 2022, an estimated $211K.
  • IHT Wealth Management first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q4 2018 and held it in 13 quarters.
  • IHT Wealth Management's Cohen & Steers Duration Preferred & Income Fund position peaked at $1.12M in Q4 2019.
  • 74 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q2 2022.

Based on IHT Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.