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

Pettinga Financial Advisors’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	$533K	Sell
2025 Q2	$1.26M	Sell
2025 Q1	$1.25M	Sell
2024 Q4	$1.52M	Buy
2024 Q3	–	Sell
2024 Q2	$330K	Sell
2024 Q1	$330K	Sell
2023 Q4	$1.74M	Buy