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Wealthspire Advisors (New York)’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Wealthspire Advisors (New York)’s Portfolio PSF Stock Details PSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,259
Closed -$46.9K – 2407
2025
Q3 		$46.9K Buy
+2,259
New +$46.3K ﹤0.01% 1274

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (New York)'s PSF Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q4 2025, closing a stake of 2,259 shares — an estimated $46.9K sold.

Wealthspire Advisors (New York) first reported a position in PSF in Q3 2025 and held it in 1 quarter. The position peaked at $46.9K in Q3 2025. 53 funds tracked by Wall St. Rank hold PSF as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,259 Cohen & Steers Select Preferred & Income Fund shares in Q4 2025, an estimated $46.9K.
  • Wealthspire Advisors (New York) first reported a position in Cohen & Steers Select Preferred & Income Fund in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Cohen & Steers Select Preferred & Income Fund position peaked at $46.9K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.