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Integrated Wealth Concepts’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Integrated Wealth Concepts’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 		$7.47K Buy
+352
New +$7.3K ﹤0.01% 4741

Other funds holding LDP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
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
SA
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
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

Integrated Wealth Concepts's LDP Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Cohen & Steers Duration Preferred & Income Fund (LDP) in Q2 2026: 352 shares worth $7.47K. The stake represents ﹤0.01% of the portfolio and ranks #4741 among its holdings.

80 funds tracked by Wall St. Rank hold LDP as of Q2 2026.

  • Integrated Wealth Concepts held 352 shares of Cohen & Steers Duration Preferred & Income Fund worth $7.47K as of Q2 2026.
  • Cohen & Steers Duration Preferred & Income Fund was a new Integrated Wealth Concepts position in Q2 2026.
  • Cohen & Steers Duration Preferred & Income Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4741 holding.
  • 80 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.