Physician Wealth Advisors’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Physician Wealth 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
2026 Q3	$202K	Hold	11,140	–	–	0.02%	218
2026 Q2	$224K	Hold	11,140	–	–	0.03%	202
2026 Q1	$216K	Hold	11,140	–	–	0.03%	181
2025 Q4	$226K	Hold	11,140	–	–	0.03%	183
2025 Q3	$231K	Sell	11,140 -3,693	-25%	-$75.7K	0.03%	172
2025 Q2	$299K	Hold	14,833	–	–	0.05%	139
2025 Q1	$297K	Hold	14,833	–	–	0.05%	138
2024 Q4	$293K	Hold	14,833	–	–	0.05%	139
2024 Q3	$310K	Hold	14,833	–	–	0.06%	132
2024 Q2	$298K	Hold	14,833	–	–	0.06%	127
2024 Q1	$279K	Hold	14,833	–	–	0.06%	128
2023 Q4	$288K	Hold	14,833	–	–	0.06%	123
2023 Q3	$260K	Hold	14,833	–	–	0.07%	122
2023 Q2	$271K	Hold	14,833	–	–	0.07%	122
2023 Q1	$262K	Hold	14,833	–	–	0.07%	126
2022 Q4	$309K	Hold	14,833	–	–	0.08%	107
2022 Q3	$271K	Hold	14,833	–	–	0.08%	118
2022 Q2	$325K	Sell	14,833 -9,667	-39%	-$206K	0.09%	107
2022 Q1	$537K	Hold	24,500	–	–	0.14%	82
2021 Q4	$653K	Hold	24,500	–	–	0.17%	71
2021 Q3	$691K	Hold	24,500	–	–	0.19%	69
2021 Q2	$772K	Hold	24,500	–	–	0.22%	60
2021 Q1	$690K	Hold	24,500	–	–	0.22%	63
2020 Q4	$669K	Hold	24,500	–	–	0.23%	65
2020 Q3	$615K	Hold	24,500	–	–	0.25%	54
2020 Q2	$661K	Buy	+24,500	New	+$598K	0.27%	57

Other funds holding PSF

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Physician Wealth Advisors's PSF Position: Q3 2026 in Review

Physician Wealth Advisors held its Cohen & Steers Select Preferred & Income Fund (PSF) position steady in Q3 2026 at 11,140 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #218.

Physician Wealth Advisors first reported a position in PSF in Q2 2020 and has held it in 26 quarters since. The position peaked at $772K in Q2 2021. 16 funds tracked by Wall St. Rank hold PSF as of Q3 2026.

Physician Wealth Advisors held 11,140 shares of Cohen & Steers Select Preferred & Income Fund worth $202K as of Q3 2026.
Physician Wealth Advisors left its Cohen & Steers Select Preferred & Income Fund share count unchanged in Q3 2026.
Cohen & Steers Select Preferred & Income Fund made up 0.02% of Physician Wealth Advisors's portfolio in Q3 2026, its #218 holding.
Physician Wealth Advisors first reported a position in Cohen & Steers Select Preferred & Income Fund in Q2 2020 and has held it in 26 quarters since.
Physician Wealth Advisors's Cohen & Steers Select Preferred & Income Fund position peaked at $772K in Q2 2021.
16 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.