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 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 $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GCM

Glaxis Capital Management Sarasota, Florida $79.9M AUM 28.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return

WJ Financial Advisors's LDP Position: Q1 2026 in Review

WJ Financial Advisors increased its Cohen & Steers Duration Preferred & Income Fund (LDP) stake by 9.3% in Q1 2026, buying an estimated $104K and bringing the position to 58,314 shares worth $1.16M. The position accounts for 0.94% of the portfolio, ranked #30.

WJ Financial Advisors first reported a position in LDP in Q3 2025 and has held it in 3 quarters since. 83 funds tracked by Wall St. Rank hold LDP as of Q1 2026.

WJ Financial Advisors held 58,314 shares of Cohen & Steers Duration Preferred & Income Fund worth $1.16M as of Q1 2026.
WJ Financial Advisors bought 4,950 Cohen & Steers Duration Preferred & Income Fund shares in Q1 2026, an estimated $104K.
Cohen & Steers Duration Preferred & Income Fund made up 0.94% of WJ Financial Advisors's portfolio in Q1 2026, its #30 holding.
WJ Financial Advisors first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q3 2025 and has held it in 3 quarters since.
83 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q1 2026.

Based on WJ Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.