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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$19.8K Buy
1,025
+108
+12% +$2.21K ﹤0.01% 507
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

Toth Financial Advisory's LDP Position: Q3 2026 in Review

Toth Financial Advisory increased its Cohen & Steers Duration Preferred & Income Fund (LDP) stake by 12% in Q3 2026, buying an estimated $2.21K and bringing the position to 1,025 shares worth $19.8K. 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 7 quarters since. 5 funds tracked by Wall St. Rank hold LDP as of Q3 2026.

  • Toth Financial Advisory held 1,025 shares of Cohen & Steers Duration Preferred & Income Fund worth $19.8K as of Q3 2026.
  • Toth Financial Advisory bought 108 Cohen & Steers Duration Preferred & Income Fund shares in Q3 2026, an estimated $2.21K.
  • Cohen & Steers Duration Preferred & Income Fund made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 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 7 quarters since.
  • 5 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.