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

Vermillion 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 		$74.6K Sell
3,524
-14
-0.4% -$290 0.02% 492
2026
Q1 		$70.7K Buy
3,538
+15
+0.4% +$315 0.03% 166
2025
Q4 		$74.6K Buy
3,523
+15
+0.4% +$321 0.03% 166
2025
Q3 		$76K Buy
3,508
+1,771
+102% +$37.9K 0.02% 481
2025
Q2 		$36.4K Buy
1,737
+15
+0.9% +$301 0.02% 205
2025
Q1 		$35.1K Sell
1,722
-21
-1% -$433 0.01% 582
2024
Q4 		$35.2K Buy
+1,743
New +$36.8K 0.02% 211

Other funds holding LDP

BI
Breachway Investments Charlestown, Rhode Island $66.4M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
EA
Everpar Advisors Tulsa, Oklahoma $352M AUM 37.56% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

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

Vermillion Wealth Management reduced its Cohen & Steers Duration Preferred & Income Fund (LDP) stake by 0.4% in Q2 2026, selling an estimated $290 and leaving 3,524 shares worth $74.6K. The position accounts for 0.02% of the portfolio, ranked #492.

Vermillion Wealth Management first reported a position in LDP in Q4 2024 and has held it in 7 quarters since. The position peaked at $76K in Q3 2025. 12 funds tracked by Wall St. Rank hold LDP as of Q2 2026.

  • Vermillion Wealth Management held 3,524 shares of Cohen & Steers Duration Preferred & Income Fund worth $74.6K as of Q2 2026.
  • Vermillion Wealth Management sold 14 Cohen & Steers Duration Preferred & Income Fund shares in Q2 2026, an estimated $290.
  • Cohen & Steers Duration Preferred & Income Fund made up 0.02% of Vermillion Wealth Management's portfolio in Q2 2026, its #492 holding.
  • Vermillion Wealth Management first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q4 2024 and has held it in 7 quarters since.
  • Vermillion Wealth Management's Cohen & Steers Duration Preferred & Income Fund position peaked at $76K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.