Spire Wealth Management’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Spire Wealth Management’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	$61.8K	Hold	2,919	–	–	﹤0.01%	1119
2026 Q1	$58.3K	Hold	2,919	–	–	﹤0.01%	1131
2025 Q4	$61.8K	Hold	2,919	–	–	﹤0.01%	1120
2025 Q3	$63.3K	Hold	2,919	–	–	﹤0.01%	1162
2025 Q2	$61.2K	Hold	2,919	–	–	﹤0.01%	1134
2025 Q1	$59.4K	Hold	2,919	–	–	﹤0.01%	1223
2024 Q4	$59K	Hold	2,919	–	–	﹤0.01%	1222
2024 Q3	$63.5K	Hold	2,919	–	–	﹤0.01%	1063
2024 Q2	$58.1K	Hold	2,919	–	–	﹤0.01%	1069
2024 Q1	$58.6K	Hold	2,919	–	–	﹤0.01%	1163
2023 Q4	$54.5K	Hold	2,919	–	–	﹤0.01%	1181
2023 Q3	$49.8K	Hold	2,919	–	–	﹤0.01%	1170
2023 Q2	$53.1K	Hold	2,919	–	–	﹤0.01%	1177
2023 Q1	$52.1K	Hold	2,919	–	–	﹤0.01%	1190
2022 Q4	$56K	Hold	2,919	–	–	﹤0.01%	945
2022 Q3	$53K	Hold	2,919	–	–	﹤0.01%	931
2022 Q2	$58K	Hold	2,919	–	–	﹤0.01%	1231
2022 Q1	$67K	Hold	2,919	–	–	﹤0.01%	1332
2021 Q4	$77K	Hold	2,919	–	–	﹤0.01%	1524
2021 Q3	$80K	Buy	+2,919	New	+$79.3K	﹤0.01%	1276

Other funds holding LDP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CPIG

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Spire Wealth Management's LDP Position: Q2 2026 in Review

Spire Wealth Management held its Cohen & Steers Duration Preferred & Income Fund (LDP) position steady in Q2 2026 at 2,919 shares worth $61.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

Spire Wealth Management first reported a position in LDP in Q3 2021 and has held it in 20 quarters since. The position peaked at $80K in Q3 2021. 80 funds tracked by Wall St. Rank hold LDP as of Q2 2026.

Spire Wealth Management held 2,919 shares of Cohen & Steers Duration Preferred & Income Fund worth $61.8K as of Q2 2026.
Spire Wealth Management left its Cohen & Steers Duration Preferred & Income Fund share count unchanged in Q2 2026.
Cohen & Steers Duration Preferred & Income Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1119 holding.
Spire Wealth Management first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q3 2021 and has held it in 20 quarters since.
Spire Wealth Management's Cohen & Steers Duration Preferred & Income Fund position peaked at $80K in Q3 2021.
80 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.