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Root Financial Partners’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Root Financial Partners’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 		– Sell
-100
Closed -$2.12K – 3522
2025
Q4 		$2.12K Hold
100
– – ﹤0.01% 1980
2025
Q3 		$2.17K Buy
+100
New +$2.14K ﹤0.01% 1944

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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 $906M AUM 16.08% 1-Year Est. Return

Root Financial Partners's LDP Position: Q1 2026 in Review

Root Financial Partners sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q1 2026, closing a stake of 100 shares — an estimated $2.12K sold.

Root Financial Partners first reported a position in LDP in Q3 2025 and held it in 2 quarters. The position peaked at $2.17K in Q3 2025. 83 funds tracked by Wall St. Rank hold LDP as of Q1 2026.

  • Root Financial Partners reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 100 Cohen & Steers Duration Preferred & Income Fund shares in Q1 2026, an estimated $2.12K.
  • Root Financial Partners first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q3 2025 and held it in 2 quarters.
  • Root Financial Partners's Cohen & Steers Duration Preferred & Income Fund position peaked at $2.17K in Q3 2025.
  • 83 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.