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Platt Wealth Management’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Platt Wealth Management’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 		$1.58M Sell
74,662
-204
-0.3% -$4.23K 1.27% 20
2026
Q1 		$1.5M Sell
74,866
-8,390
-10% -$176K 1.46% 19
2025
Q4 		$1.76M Buy
+83,256
New +$1.78M 1.75% 17

Other funds holding LDP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
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
SA
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
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

Platt Wealth Management's LDP Position: Q2 2026 in Review

Platt Wealth Management reduced its Cohen & Steers Duration Preferred & Income Fund (LDP) stake by 0.27% in Q2 2026, selling an estimated $4.23K and leaving 74,662 shares worth $1.58M. The position accounts for 1.27% of the portfolio, ranked #20.

Platt Wealth Management first reported a position in LDP in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.76M in Q4 2025. 80 funds tracked by Wall St. Rank hold LDP as of Q2 2026.

  • Platt Wealth Management held 74,662 shares of Cohen & Steers Duration Preferred & Income Fund worth $1.58M as of Q2 2026.
  • Platt Wealth Management sold 204 Cohen & Steers Duration Preferred & Income Fund shares in Q2 2026, an estimated $4.23K.
  • Cohen & Steers Duration Preferred & Income Fund made up 1.27% of Platt Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Platt Wealth Management first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Platt Wealth Management's Cohen & Steers Duration Preferred & Income Fund position peaked at $1.76M in Q4 2025.
  • 80 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q2 2026.

Based on Platt Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.