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Kestra Private Wealth Services’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Kestra Private Wealth Services’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 		$559K Buy
28,004
+7,657
+38% +$161K 0.01% 1141
2025
Q4 		$431K Buy
20,347
+2,118
+12% +$45.4K 0.01% 1252
2025
Q3 		$395K Sell
18,229
-1,285
-7% -$27.5K 0.01% 1220
2025
Q2 		$409K Buy
19,514
+1,870
+11% +$37.5K 0.01% 1125
2025
Q1 		$359K Buy
17,644
+115
+0.7% +$2.37K 0.01% 1111
2024
Q4 		$354K Buy
17,529
+7,655
+78% +$162K 0.01% 1075
2024
Q3 		$215K Sell
9,874
-5,438
-36% -$110K ﹤0.01% 1239
2024
Q2 		$305K Sell
15,312
-906
-6% -$17.8K 0.01% 1040
2024
Q1 		$326K Sell
16,218
-2,611
-14% -$50.7K 0.01% 981
2023
Q4 		$347K Sell
18,829
-2,024
-10% -$35.8K 0.01% 883
2023
Q3 		$356K Buy
+20,853
New +$372K 0.01% 786
2023
Q1 		– Sell
-15,222
Closed -$290K – 1077
2022
Q4 		$290K Sell
15,222
-5,265
-26% -$99K 0.01% 682
2022
Q3 		$371K Buy
20,487
+279
+1% +$5.65K 0.02% 579
2022
Q2 		$400K Sell
20,208
-88
-0.4% -$1.84K 0.02% 574
2022
Q1 		$465K Buy
20,296
+11,035
+119% +$260K 0.02% 605
2021
Q4 		$245K Buy
9,261
+17
+0.2% +$459 0.01% 841
2021
Q3 		$252K Buy
9,244
+36
+0.4% +$978 0.01% 777
2021
Q2 		$252K Buy
9,208
+36
+0.4% +$961 0.02% 731
2021
Q1 		$240K Buy
9,172
+57
+0.6% +$1.46K 0.02% 681
2020
Q4 		$239K Buy
+9,115
New +$224K 0.02% 618

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

Kestra Private Wealth Services's LDP Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Cohen & Steers Duration Preferred & Income Fund (LDP) stake by 38% in Q1 2026, buying an estimated $161K and bringing the position to 28,004 shares worth $559K. The position accounts for 0.01% of the portfolio, ranked #1141.

Kestra Private Wealth Services first reported a position in LDP in Q4 2020 and has held it in 20 quarters since. 83 funds tracked by Wall St. Rank hold LDP as of Q1 2026.

  • Kestra Private Wealth Services held 28,004 shares of Cohen & Steers Duration Preferred & Income Fund worth $559K as of Q1 2026.
  • Kestra Private Wealth Services bought 7,657 Cohen & Steers Duration Preferred & Income Fund shares in Q1 2026, an estimated $161K.
  • Cohen & Steers Duration Preferred & Income Fund made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1141 holding.
  • Kestra Private Wealth Services first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q4 2020 and has held it in 20 quarters since.
  • 83 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.