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 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

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

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Physician Wealth Advisors's PSF Position: Q1 2026 in Review

Physician Wealth Advisors held its Cohen & Steers Select Preferred & Income Fund (PSF) position steady in Q1 2026 at 11,140 shares worth $216K. The position accounts for 0.03% of the portfolio, ranked #181.

Physician Wealth Advisors first reported a position in PSF in Q2 2020 and has held it in 24 quarters since. The position peaked at $772K in Q2 2021. 56 funds tracked by Wall St. Rank hold PSF as of Q1 2026.

Physician Wealth Advisors held 11,140 shares of Cohen & Steers Select Preferred & Income Fund worth $216K as of Q1 2026.
Physician Wealth Advisors left its Cohen & Steers Select Preferred & Income Fund share count unchanged in Q1 2026.
Cohen & Steers Select Preferred & Income Fund made up 0.03% of Physician Wealth Advisors's portfolio in Q1 2026, its #181 holding.
Physician Wealth Advisors first reported a position in Cohen & Steers Select Preferred & Income Fund in Q2 2020 and has held it in 24 quarters since.
Physician Wealth Advisors's Cohen & Steers Select Preferred & Income Fund position peaked at $772K in Q2 2021.
56 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q1 2026.

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