Wealthcare Advisory Partners’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Wealthcare Advisory Partners’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 Q3	$970K	Buy	50,157 +7,448	+17%	+$152K	0.02%	559
2026 Q2	$904K	Buy	42,709 +2,538	+6%	+$52.6K	0.02%	542
2026 Q1	$802K	Buy	40,171 +5,257	+15%	+$110K	0.02%	572
2025 Q4	$739K	Buy	34,914 +2,100	+6%	+$45K	0.01%	585
2025 Q3	$711K	Buy	32,814 +2,404	+8%	+$51.5K	0.01%	583
2025 Q2	$638K	Buy	30,410 +3,650	+14%	+$73.3K	0.01%	587
2025 Q1	$545K	Buy	26,760 +2,945	+12%	+$60.7K	0.01%	571
2024 Q4	$481K	Buy	+23,815	New	+$502K	0.01%	575
2021 Q2	–	Sell	-200	Closed	-$5K	–	1267
2021 Q1	$5K	Buy	+200	New	+$5.11K	﹤0.01%	1653
2020 Q2	–	Sell	-200	Closed	-$4K	–	903
2020 Q1	$4K	Hold	200	–	–	﹤0.01%	1163
2019 Q4	$5K	Hold	200	–	–	﹤0.01%	1105
2019 Q3	$5K	Hold	200	–	–	﹤0.01%	1079
2019 Q2	$5K	Hold	200	–	–	﹤0.01%	1063
2019 Q1	$5K	Hold	200	–	–	﹤0.01%	972
2018 Q4	$4K	Hold	200	–	–	﹤0.01%	984
2018 Q3	$5K	Hold	200	–	–	﹤0.01%	996
2018 Q2	$5K	Hold	200	–	–	﹤0.01%	984
2018 Q1	$5K	Hold	200	–	–	﹤0.01%	831
2017 Q4	$5K	Hold	200	–	–	﹤0.01%	783
2017 Q3	$5K	Buy	+200	New	+$5.33K	﹤0.01%	644

Other funds holding LDP

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Breachway Investments Charlestown, Rhode Island $64.7M AUM 13.78% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Wealthcare Advisory Partners's LDP Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its Cohen & Steers Duration Preferred & Income Fund (LDP) stake by 17% in Q3 2026, buying an estimated $152K and bringing the position to 50,157 shares worth $970K. The position accounts for 0.02% of the portfolio, ranked #559.

Wealthcare Advisory Partners first reported a position in LDP in Q3 2017 and has held it in 20 quarters since. 23 funds tracked by Wall St. Rank hold LDP as of Q3 2026.

Wealthcare Advisory Partners held 50,157 shares of Cohen & Steers Duration Preferred & Income Fund worth $970K as of Q3 2026.
Wealthcare Advisory Partners bought 7,448 Cohen & Steers Duration Preferred & Income Fund shares in Q3 2026, an estimated $152K.
Cohen & Steers Duration Preferred & Income Fund made up 0.02% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #559 holding.
Wealthcare Advisory Partners first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q3 2017 and has held it in 20 quarters since.
23 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.