LPL Financial
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LPL Financial’s Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund PTA Stock Holding History

LPL Financial’s Portfolio PTA Stock Details PTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.03M Sell
2025
Q2 		$1.02M Sell
2025
Q1 		$1.02M Buy
2024
Q4 		$893K Buy
2024
Q3 		$776K Buy
2024
Q2 		$559K Buy
2024
Q1 		$456K Sell
2023
Q4 		$738K Sell
2023
Q3 		$780K Sell
2023
Q2 		$845K Buy