SG
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StoneX Group’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

StoneX Group’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
2025
Q3 		– Sell
-11,720
Closed -$246K – 979
2025
Q2 		$246K Buy
+11,720
New +$235K 0.01% 721

Other funds holding LDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 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

StoneX Group's LDP Position: Q3 2025 in Review

StoneX Group sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q3 2025, closing a stake of 11,720 shares — an estimated $246K sold.

StoneX Group first reported a position in LDP in Q2 2025 and held it in 1 quarter. The position peaked at $246K in Q2 2025. 75 funds tracked by Wall St. Rank hold LDP as of Q3 2025.

  • StoneX Group reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q3 2025 after selling out during the quarter.
  • StoneX Group sold 11,720 Cohen & Steers Duration Preferred & Income Fund shares in Q3 2025, an estimated $246K.
  • StoneX Group first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q2 2025 and held it in 1 quarter.
  • StoneX Group's Cohen & Steers Duration Preferred & Income Fund position peaked at $246K in Q2 2025.
  • 75 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q3 2025.

Based on StoneX Group's 13F filing for Q3 2025, filed 14 Nov 2025.