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Cohen & Steers Slt Pfd Incm shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of Cohen & Steers Slt Pfd Incm (PSF) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in Cohen & Steers Slt Pfd Incm

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All positions including Cohen & Steers Slt Pfd Incm held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cohen & Steers Slt Pfd Incm by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2k 109 20.28

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Top funds holding Cohen & Steers Slt Pfd Incm

UBS Group
Invesco
Baldwin Brothers
Raymond James Financial
Guggenheim Capital, LLC Managers
Smith Asset Management
Fiera Capital Corporation
Sanctuary Advisors
Ameriprise Financial
LPL Financial
Kestra Private Wealth Services
Shaker Financial Services
Royal Bank of Canada
Merit Financial Group
Glaxis Capital Management

View all funds holding Cohen & Steers Slt Pfd Incm