Sovran Advisors
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Sovran Advisors’s Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund PTA Stock Holding History

Sovran Advisors’s Portfolio PTA Stock Details PTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.11M Buy
+64,383
New +$1.2M 0.08% 254

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LexAurum Advisors
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Kestra Private Wealth Services
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PW Nova Financial Services
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Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Commonwealth Equity Services
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Sovran Advisors's PTA Position: Q3 2026 in Review

Sovran Advisors opened a new position in Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA) in Q3 2026: 64,383 shares worth $1.11M. The stake represents 0.08% of the portfolio and ranks #254 among its holdings.

18 funds tracked by Wall St. Rank hold PTA as of Q3 2026.

  • Sovran Advisors held 64,383 shares of Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund worth $1.11M as of Q3 2026.
  • Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund was a new Sovran Advisors position in Q3 2026.
  • Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund made up 0.08% of Sovran Advisors's portfolio in Q3 2026, its #254 holding.
  • 18 funds tracked by Wall St. Rank held Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund as of Q3 2026.

Based on Sovran Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.