Sound Income Strategies’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Sound Income Strategies’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	–	Sell	-1,103	Closed	-$22.4K	–	1547
2026 Q1	$22.4K	Buy	1,103 +306	+38%	+$6.43K	﹤0.01%	1135
2025 Q4	$17K	Buy	797 +5	+0.6%	+$107	﹤0.01%	1224
2025 Q3	$17.2K	Buy	792 +6	+0.8%	+$128	﹤0.01%	847
2025 Q2	$16.5K	Buy	786 +5	+0.6%	+$100	﹤0.01%	799
2025 Q1	$15.9K	Buy	781 +648	+487%	+$13.4K	﹤0.01%	773
2024 Q4	$2.69K	Buy	133 +3	+2%	+$63	﹤0.01%	1116
2024 Q3	$2.84K	Buy	130 +2	+2%	+$40	﹤0.01%	1067
2024 Q2	$2.55K	Buy	128 +2	+2%	+$39	﹤0.01%	1065
2024 Q1	$2.52K	Buy	126 +4	+3%	+$78	﹤0.01%	1016
2023 Q4	$2.25K	Buy	122 +3	+3%	+$53	﹤0.01%	1040
2023 Q3	$2.04K	Buy	119 +1	+0.8%	+$18	﹤0.01%	903
2023 Q2	$2.14K	Buy	118 +3	+3%	+$53	﹤0.01%	879
2023 Q1	$2.05K	Buy	115 +2	+2%	+$39	﹤0.01%	837
2022 Q4	$2.14K	Buy	113 +3	+3%	+$56	﹤0.01%	757
2022 Q3	$2K	Buy	110 +2	+2%	+$41	﹤0.01%	716
2022 Q2	$2K	Buy	108 +2	+2%	+$42	﹤0.01%	723
2022 Q1	$2K	Buy	106 +3	+3%	+$71	﹤0.01%	723
2021 Q4	$3K	Buy	103 +2	+2%	+$54	﹤0.01%	669
2021 Q3	$3K	Buy	101 +1	+1%	+$27	﹤0.01%	646
2021 Q2	$3K	Hold	100	–	–	﹤0.01%	675
2021 Q1	$2.61K	Buy	+100	New	+$2.56K	﹤0.01%	721

Other funds holding LDP

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

GCM

Glaxis Capital Management Sarasota, Florida $49.8M AUM 23.19% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

Sound Income Strategies's LDP Position: Q2 2026 in Review

Sound Income Strategies sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q2 2026, closing a stake of 1,103 shares — an estimated $22.4K sold.

Sound Income Strategies first reported a position in LDP in Q1 2021 and held it in 21 quarters. The position peaked at $22.4K in Q1 2026. 60 funds tracked by Wall St. Rank hold LDP as of Q2 2026.

Sound Income Strategies reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 1,103 Cohen & Steers Duration Preferred & Income Fund shares in Q2 2026, an estimated $22.4K.
Sound Income Strategies first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q1 2021 and held it in 21 quarters.
Sound Income Strategies's Cohen & Steers Duration Preferred & Income Fund position peaked at $22.4K in Q1 2026.
60 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.