Pinnacle Wealth Planning Services’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Pinnacle Wealth Planning Services’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 Q2	$22.8K	Buy	1,078 +139	+15%	+$2.88K	﹤0.01%	1716
2026 Q1	$18.8K	Buy	939 +312	+50%	+$6.55K	﹤0.01%	1720
2025 Q4	$13.3K	Buy	+627	New	+$13.4K	﹤0.01%	1899
2021 Q1	–	Sell	-421	Closed	-$11K	–	1222
2020 Q4	$11K	Buy	+421	New	+$10.3K	﹤0.01%	1356

Other funds holding LDP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CPIG

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

GCM

Glaxis Capital Management Sarasota, Florida $49.8M AUM 23.19% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Pinnacle Wealth Planning Services's LDP Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Cohen & Steers Duration Preferred & Income Fund (LDP) stake by 15% in Q2 2026, buying an estimated $2.88K and bringing the position to 1,078 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1716.

Pinnacle Wealth Planning Services first reported a position in LDP in Q4 2020 and has held it in 4 quarters since. 80 funds tracked by Wall St. Rank hold LDP as of Q2 2026.

Pinnacle Wealth Planning Services held 1,078 shares of Cohen & Steers Duration Preferred & Income Fund worth $22.8K as of Q2 2026.
Pinnacle Wealth Planning Services bought 139 Cohen & Steers Duration Preferred & Income Fund shares in Q2 2026, an estimated $2.88K.
Cohen & Steers Duration Preferred & Income Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1716 holding.
Pinnacle Wealth Planning Services first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q4 2020 and has held it in 4 quarters since.
80 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.