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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
Q1 		$201K Buy
+10,085
New +$212K 0.05% 183

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UBS Group
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CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
Bank of America
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

PW Nova Financial Services's LDP Position: Q1 2026 in Review

PW Nova Financial Services opened a new position in Cohen & Steers Duration Preferred & Income Fund (LDP) in Q1 2026: 10,085 shares worth $201K. The stake represents 0.05% of the portfolio and ranks #183 among its holdings.

83 funds tracked by Wall St. Rank hold LDP as of Q1 2026.

  • PW Nova Financial Services held 10,085 shares of Cohen & Steers Duration Preferred & Income Fund worth $201K as of Q1 2026.
  • Cohen & Steers Duration Preferred & Income Fund was a new PW Nova Financial Services position in Q1 2026.
  • Cohen & Steers Duration Preferred & Income Fund made up 0.05% of PW Nova Financial Services's portfolio in Q1 2026, its #183 holding.
  • 83 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q1 2026.

Based on PW Nova Financial Services's 13F filing for Q1 2026, filed 16 Apr 2026.