Lido Advisors’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Lido Advisors’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	$928K	Buy	43,875 +2,485	+6%	+$51.5K	﹤0.01%	1130
2026 Q1	$827K	Hold	41,390	–	–	﹤0.01%	1053
2025 Q4	$897K	Hold	41,390	–	–	﹤0.01%	1054
2025 Q3	$897K	Hold	41,390	–	–	﹤0.01%	993
2025 Q2	$868K	Hold	41,390	–	–	﹤0.01%	902
2025 Q1	$843K	Hold	41,390	–	–	﹤0.01%	839
2024 Q4	$836K	Buy	41,390 +1,975	+5%	+$41.7K	﹤0.01%	830
2024 Q3	$857K	Hold	39,415	–	–	﹤0.01%	777
2024 Q2	$784K	Sell	39,415 -1,444	-4%	-$28.3K	﹤0.01%	764
2024 Q1	$820K	Buy	40,859 +2,600	+7%	+$50.5K	﹤0.01%	738
2023 Q4	$705K	Buy	+38,259	New	+$677K	﹤0.01%	736

Other funds holding LDP

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

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

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

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

Lido Advisors's LDP Position: Q2 2026 in Review

Lido Advisors increased its Cohen & Steers Duration Preferred & Income Fund (LDP) stake by 6% in Q2 2026, buying an estimated $51.5K and bringing the position to 43,875 shares worth $928K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Lido Advisors first reported a position in LDP in Q4 2023 and has held it in 11 quarters since. 80 funds tracked by Wall St. Rank hold LDP as of Q2 2026.

Lido Advisors held 43,875 shares of Cohen & Steers Duration Preferred & Income Fund worth $928K as of Q2 2026.
Lido Advisors bought 2,485 Cohen & Steers Duration Preferred & Income Fund shares in Q2 2026, an estimated $51.5K.
Cohen & Steers Duration Preferred & Income Fund made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1130 holding.
Lido Advisors first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q4 2023 and has held it in 11 quarters since.
80 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.