WJ Financial Advisors’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

WJ Financial Advisors’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	$1.4M	Buy	65,947 +7,633	+13%	+$158K	1.03%	28
2026 Q1	$1.16M	Buy	58,314 +4,950	+9%	+$104K	0.94%	30
2025 Q4	$1.13M	Buy	53,364 +650	+1%	+$13.9K	1.01%	29
2025 Q3	$1.14M	Buy	+52,714	New	+$1.13M	1.11%	25

Other funds holding LDP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

GCM

Glaxis Capital Management Sarasota, Florida $49.8M AUM 23.19% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

WJ Financial Advisors's LDP Position: Q2 2026 in Review

WJ Financial Advisors increased its Cohen & Steers Duration Preferred & Income Fund (LDP) stake by 13% in Q2 2026, buying an estimated $158K and bringing the position to 65,947 shares worth $1.4M. The position accounts for 1.03% of the portfolio, ranked #28.

WJ Financial Advisors first reported a position in LDP in Q3 2025 and has held it in 4 quarters since. 79 funds tracked by Wall St. Rank hold LDP as of Q2 2026.

WJ Financial Advisors held 65,947 shares of Cohen & Steers Duration Preferred & Income Fund worth $1.4M as of Q2 2026.
WJ Financial Advisors bought 7,633 Cohen & Steers Duration Preferred & Income Fund shares in Q2 2026, an estimated $158K.
Cohen & Steers Duration Preferred & Income Fund made up 1.03% of WJ Financial Advisors's portfolio in Q2 2026, its #28 holding.
WJ Financial Advisors first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q3 2025 and has held it in 4 quarters since.
79 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.