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 Q3	$20.3K	Sell	1,051 -27	-3%	-$553	﹤0.01%	1773
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

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Breachway Investments Charlestown, Rhode Island $64.7M AUM 13.78% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Pinnacle Wealth Planning Services's LDP Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Cohen & Steers Duration Preferred & Income Fund (LDP) stake by 2.5% in Q3 2026, selling an estimated $553 and leaving 1,051 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1773.

Pinnacle Wealth Planning Services first reported a position in LDP in Q4 2020 and has held it in 5 quarters since. The position peaked at $22.8K in Q2 2026. 23 funds tracked by Wall St. Rank hold LDP as of Q3 2026.

Pinnacle Wealth Planning Services held 1,051 shares of Cohen & Steers Duration Preferred & Income Fund worth $20.3K as of Q3 2026.
Pinnacle Wealth Planning Services sold 27 Cohen & Steers Duration Preferred & Income Fund shares in Q3 2026, an estimated $553.
Cohen & Steers Duration Preferred & Income Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1773 holding.
Pinnacle Wealth Planning Services first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Cohen & Steers Duration Preferred & Income Fund position peaked at $22.8K in Q2 2026.
23 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.