Integrated Wealth Concepts’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Integrated Wealth Concepts’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 Q1	$194K	Hold	10,000	–	–	﹤0.01%	2123
2025 Q4	$203K	Sell	10,000 -543	-5%	-$11.2K	﹤0.01%	1523
2025 Q3	$219K	Buy	10,543 +543	+5%	+$11.1K	﹤0.01%	1805
2025 Q2	$201K	Sell	10,000 -7	-0.1%	-$136	﹤0.01%	1769
2025 Q1	$200K	Hold	10,007	–	–	﹤0.01%	1628
2024 Q4	$198K	Sell	10,007 -1,127	-10%	-$23.1K	﹤0.01%	1607
2024 Q3	$239K	Hold	11,134	–	–	﹤0.01%	1478
2024 Q2	$220K	Hold	11,134	–	–	﹤0.01%	1480
2024 Q1	$223K	Sell	11,134 -177	-2%	-$3.46K	﹤0.01%	1472
2023 Q4	$214K	Buy	+11,311	New	+$208K	﹤0.01%	1437

Other funds holding PSF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BWP

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SAM

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Integrated Wealth Concepts's PSF Position: Q1 2026 in Review

Integrated Wealth Concepts held its Cohen & Steers Select Preferred & Income Fund (PSF) position steady in Q1 2026 at 10,000 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #2123.

Integrated Wealth Concepts first reported a position in PSF in Q4 2023 and has held it in 10 quarters since. The position peaked at $239K in Q3 2024. 56 funds tracked by Wall St. Rank hold PSF as of Q1 2026.

Integrated Wealth Concepts held 10,000 shares of Cohen & Steers Select Preferred & Income Fund worth $194K as of Q1 2026.
Integrated Wealth Concepts left its Cohen & Steers Select Preferred & Income Fund share count unchanged in Q1 2026.
Cohen & Steers Select Preferred & Income Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2123 holding.
Integrated Wealth Concepts first reported a position in Cohen & Steers Select Preferred & Income Fund in Q4 2023 and has held it in 10 quarters since.
Integrated Wealth Concepts's Cohen & Steers Select Preferred & Income Fund position peaked at $239K in Q3 2024.
56 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.