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McClarren Financial Advisors’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

McClarren Financial Advisors’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
2025
Q2 		– Sell
-19
Closed -$1K – 242
2025
Q1 		$1K Buy
+19
New +$382 ﹤0.01% 269

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GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

McClarren Financial Advisors's PSF Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q2 2025, closing a stake of 19 shares — an estimated $1K sold.

McClarren Financial Advisors first reported a position in PSF in Q1 2025 and held it in 1 quarter. The position peaked at $1K in Q1 2025. 49 funds tracked by Wall St. Rank hold PSF as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 19 Cohen & Steers Select Preferred & Income Fund shares in Q2 2025, an estimated $1K.
  • McClarren Financial Advisors first reported a position in Cohen & Steers Select Preferred & Income Fund in Q1 2025 and held it in 1 quarter.
  • McClarren Financial Advisors's Cohen & Steers Select Preferred & Income Fund position peaked at $1K in Q1 2025.
  • 49 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.