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

PW Nova 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 Q3	$195K	Buy	+10,085	New	+$206K	0.04%	196
2026 Q2	–	Sell	-10,085	Closed	-$201K	–	212
2026 Q1	$201K	Buy	+10,085	New	+$212K	0.05%	183

Other funds holding LDP

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 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

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

PW Nova Financial Services's LDP Position: Q3 2026 in Review

PW Nova Financial Services opened a new position in Cohen & Steers Duration Preferred & Income Fund (LDP) in Q3 2026: 10,085 shares worth $195K. The stake represents 0.04% of the portfolio and ranks #196 among its holdings. This is a return to the name: PW Nova Financial Services previously reported a position in LDP as recently as Q1 2026.

PW Nova Financial Services first reported a position in LDP in Q1 2026 and has held it in 2 quarters since. The position peaked at $201K in Q1 2026. 14 funds tracked by Wall St. Rank hold LDP as of Q3 2026.

PW Nova Financial Services held 10,085 shares of Cohen & Steers Duration Preferred & Income Fund worth $195K as of Q3 2026.
Cohen & Steers Duration Preferred & Income Fund was a new PW Nova Financial Services position in Q3 2026.
Cohen & Steers Duration Preferred & Income Fund made up 0.04% of PW Nova Financial Services's portfolio in Q3 2026, its #196 holding.
PW Nova Financial Services first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q1 2026 and has held it in 2 quarters since.
PW Nova Financial Services's Cohen & Steers Duration Preferred & Income Fund position peaked at $201K in Q1 2026.
14 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q3 2026.

Based on PW Nova Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.