Wealth Enhancement Advisory Services
LDP icon

Wealth Enhancement Advisory Services’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Wealth Enhancement Advisory Services’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
Q4 		– Sell
-9,371
Closed -$204K – 3738
2025
Q3 		$204K Buy
+9,371
New +$201K ﹤0.01% 3128

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Wealth Enhancement Advisory Services's LDP Position: Q4 2025 in Review

Wealth Enhancement Advisory Services sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q4 2025, closing a stake of 9,371 shares — an estimated $204K sold.

Wealth Enhancement Advisory Services first reported a position in LDP in Q3 2025 and held it in 1 quarter. The position peaked at $204K in Q3 2025. 79 funds tracked by Wall St. Rank hold LDP as of Q4 2025.

  • Wealth Enhancement Advisory Services reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q4 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 9,371 Cohen & Steers Duration Preferred & Income Fund shares in Q4 2025, an estimated $204K.
  • Wealth Enhancement Advisory Services first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q3 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Cohen & Steers Duration Preferred & Income Fund position peaked at $204K in Q3 2025.
  • 79 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q4 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2025, filed 8 Jan 2026.