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Toth Financial Advisory’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Toth Financial Advisory’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 		$19.4K Buy
917
+18
+2% +$373 ﹤0.01% 507
2026
Q1 		$18K Buy
899
+81
+10% +$1.7K ﹤0.01% 497
2025
Q4 		$17.3K Buy
818
+121
+17% +$2.59K ﹤0.01% 491
2025
Q3 		$15.1K Buy
697
+242
+53% +$5.18K ﹤0.01% 495
2025
Q2 		$9.55K Buy
455
+316
+227% +$6.34K ﹤0.01% 496
2025
Q1 		$2.83K Buy
+139
New +$2.86K ﹤0.01% 568

Other funds holding LDP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
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
SA
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
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

Toth Financial Advisory's LDP Position: Q2 2026 in Review

Toth Financial Advisory increased its Cohen & Steers Duration Preferred & Income Fund (LDP) stake by 2% in Q2 2026, buying an estimated $373 and bringing the position to 917 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Toth Financial Advisory first reported a position in LDP in Q1 2025 and has held it in 6 quarters since. 80 funds tracked by Wall St. Rank hold LDP as of Q2 2026.

  • Toth Financial Advisory held 917 shares of Cohen & Steers Duration Preferred & Income Fund worth $19.4K as of Q2 2026.
  • Toth Financial Advisory bought 18 Cohen & Steers Duration Preferred & Income Fund shares in Q2 2026, an estimated $373.
  • Cohen & Steers Duration Preferred & Income Fund made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #507 holding.
  • Toth Financial Advisory first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q1 2025 and has held it in 6 quarters since.
  • 80 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.