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 Q2	$201K	Hold	10,000	–	–	﹤0.01%	2324
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 $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

BWP

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

SAM

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Integrated Wealth Concepts held its Cohen & Steers Select Preferred & Income Fund (PSF) position steady in Q2 2026 at 10,000 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #2324.

Integrated Wealth Concepts first reported a position in PSF in Q4 2023 and has held it in 11 quarters since. The position peaked at $239K in Q3 2024. 54 funds tracked by Wall St. Rank hold PSF as of Q2 2026.

Integrated Wealth Concepts held 10,000 shares of Cohen & Steers Select Preferred & Income Fund worth $201K as of Q2 2026.
Integrated Wealth Concepts left its Cohen & Steers Select Preferred & Income Fund share count unchanged in Q2 2026.
Cohen & Steers Select Preferred & Income Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2324 holding.
Integrated Wealth Concepts first reported a position in Cohen & Steers Select Preferred & Income Fund in Q4 2023 and has held it in 11 quarters since.
Integrated Wealth Concepts's Cohen & Steers Select Preferred & Income Fund position peaked at $239K in Q3 2024.
54 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q2 2026.

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