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 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 $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

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

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

GCM

Glaxis Capital Management Sarasota, Florida $79.9M AUM 28.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's LDP Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Cohen & Steers Duration Preferred & Income Fund (LDP) stake by 50% in Q1 2026, buying an estimated $6.55K and bringing the position to 939 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1720.

Pinnacle Wealth Planning Services first reported a position in LDP in Q4 2020 and has held it in 3 quarters since. 83 funds tracked by Wall St. Rank hold LDP as of Q1 2026.

Pinnacle Wealth Planning Services held 939 shares of Cohen & Steers Duration Preferred & Income Fund worth $18.8K as of Q1 2026.
Pinnacle Wealth Planning Services bought 312 Cohen & Steers Duration Preferred & Income Fund shares in Q1 2026, an estimated $6.55K.
Cohen & Steers Duration Preferred & Income Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1720 holding.
Pinnacle Wealth Planning Services first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q4 2020 and has held it in 3 quarters since.
83 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.