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Cohen & Steers Clsd-End Optuny Fnd shares owned by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Quarter-by-quarter ownership of Cohen & Steers Clsd-End Optuny Fnd (FOF) shares owned by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors from 13F filings

Historical chart of Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors investment in Cohen & Steers Clsd-End Optuny Fnd

Tip: Access up to 7 years of quarterly data

All positions including Cohen & Steers Clsd-End Optuny Fnd held by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cohen & Steers Clsd-End Optuny Fnd by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $176k 13k 13.88

More positions owned by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Capital Group Dividend Value Shs Creat Unit (CGDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Growth Etf Shs Creat Unit (CGGR)
Spdr Gold Tr Gold Shs (GLD)
Microsoft Corporation (MSFT)
DNP Select Income Fund (DNP)
Marvell Technology (MRVL)

View all positions for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Top funds holding Cohen & Steers Clsd-End Optuny Fnd

Morgan Stanley
LPL Financial
Bank of America Corporation
Raymond James Financial
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Advisor Group Holdings
Commonwealth Equity Services
Mariner Wealth Advisors
Private Advisor
HighTower Advisors
Cetera Investment Advisers
Hartland & Co
NWF Advisory Services

View all funds holding Cohen & Steers Clsd-End Optuny Fnd