Steward Partners Investment Advisory’s Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund PTA Stock Holding History

Steward Partners Investment Advisory’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
2025 Q3	$54.1K	Hold
2025 Q2	$52.5K	Hold
2025 Q1	$51.5K	Buy
2024 Q3	–	Sell
2024 Q2	$397	Buy
2023 Q4	–	Sell
2023 Q3	$3.13K	Buy
2022 Q3	–	Sell
2022 Q2	$356K	Sell
2022 Q1	$1.54M	Buy
2021 Q4	$735K	Buy