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

Medallion Wealth 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 Q1	$19.5K	Hold	975	–	–	0.01%	656
2025 Q4	$20.6K	Hold	975	–	–	0.01%	637
2025 Q3	$21.1K	Hold	975	–	–	0.01%	623
2025 Q2	$20.6K	Hold	975	–	–	0.01%	617
2025 Q1	$19.9K	Hold	975	–	–	0.01%	573
2024 Q4	$19.7K	Buy	+975	New	+$20.6K	0.01%	562

Other funds holding LDP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

Medallion Wealth Advisors's LDP Position: Q1 2026 in Review

Medallion Wealth Advisors held its Cohen & Steers Duration Preferred & Income Fund (LDP) position steady in Q1 2026 at 975 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #656.

Medallion Wealth Advisors first reported a position in LDP in Q4 2024 and has held it in 6 quarters since. The position peaked at $21.1K in Q3 2025. 83 funds tracked by Wall St. Rank hold LDP as of Q1 2026.

Medallion Wealth Advisors held 975 shares of Cohen & Steers Duration Preferred & Income Fund worth $19.5K as of Q1 2026.
Medallion Wealth Advisors left its Cohen & Steers Duration Preferred & Income Fund share count unchanged in Q1 2026.
Cohen & Steers Duration Preferred & Income Fund made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #656 holding.
Medallion Wealth Advisors first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Cohen & Steers Duration Preferred & Income Fund position peaked at $21.1K in Q3 2025.
83 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.