Prospera Financial Services’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Prospera Financial 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	$281K	Hold	13,300	–	–	﹤0.01%	1259
2026 Q1	$266K	Hold	13,300	–	–	﹤0.01%	1247
2025 Q4	$282K	Hold	13,300	–	–	﹤0.01%	1175
2025 Q3	$288K	Hold	13,300	–	–	﹤0.01%	1150
2025 Q2	$279K	Sell	13,300 -2,100	-14%	-$42.1K	0.01%	1136
2025 Q1	$314K	Hold	15,400	–	–	0.01%	973
2024 Q4	$311K	Sell	15,400 -676	-4%	-$14.3K	0.01%	920
2024 Q3	$350K	Buy	16,076 +676	+4%	+$13.7K	0.01%	865
2024 Q2	$306K	Buy	+15,400	New	+$302K	0.01%	908
2023 Q2	–	Sell	-11,800	Closed	-$211K	–	1051
2023 Q1	$211K	Hold	11,800	–	–	0.01%	888
2022 Q4	$224K	Buy	+11,800	New	+$222K	0.01%	805
2022 Q2	–	Sell	-11,800	Closed	-$270K	–	2166
2022 Q1	$270K	Hold	11,800	–	–	0.01%	776
2021 Q4	$312K	Hold	11,800	–	–	0.01%	697
2021 Q3	$322K	Hold	11,800	–	–	0.02%	643
2021 Q2	$323K	Hold	11,800	–	–	0.02%	638
2021 Q1	$308K	Hold	11,800	–	–	0.02%	609
2020 Q4	$314K	Buy	+11,800	New	+$290K	0.02%	528
2020 Q3	–	Sell	-12,700	Closed	-$286K	–	1666
2020 Q2	$286K	Sell	12,700 -8,000	-39%	-$179K	0.03%	455
2020 Q1	$425K	Buy	20,700 +6,850	+49%	+$169K	0.05%	328
2019 Q4	$363K	Buy	+13,850	New	+$360K	0.03%	436

Other funds holding LDP

Breachway Investments Charlestown, Rhode Island $66.4M AUM

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

SAM

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

Everpar Advisors Tulsa, Oklahoma $352M AUM 37.56% 1-Year Est. Return

VWM

Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Prospera Financial Services's LDP Position: Q2 2026 in Review

Prospera Financial Services held its Cohen & Steers Duration Preferred & Income Fund (LDP) position steady in Q2 2026 at 13,300 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

Prospera Financial Services first reported a position in LDP in Q4 2019 and has held it in 20 quarters since. The position peaked at $425K in Q1 2020. 12 funds tracked by Wall St. Rank hold LDP as of Q2 2026.

Prospera Financial Services held 13,300 shares of Cohen & Steers Duration Preferred & Income Fund worth $281K as of Q2 2026.
Prospera Financial Services left its Cohen & Steers Duration Preferred & Income Fund share count unchanged in Q2 2026.
Cohen & Steers Duration Preferred & Income Fund made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1259 holding.
Prospera Financial Services first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q4 2019 and has held it in 20 quarters since.
Prospera Financial Services's Cohen & Steers Duration Preferred & Income Fund position peaked at $425K in Q1 2020.
12 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.