WealthBridge Capital Management »

Cohen & Steers Slt Pfd Incm shares owned by WealthBridge Capital Management

Quarter-by-quarter ownership of Cohen & Steers Slt Pfd Incm (PSF) shares owned by WealthBridge Capital Management from 13F filings

Historical chart of WealthBridge Capital Management investment in Cohen & Steers Slt Pfd Incm

Tip: Access up to 7 years of quarterly data

All positions including Cohen & Steers Slt Pfd Incm held by WealthBridge Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Cohen & Steers Slt Pfd Incm by WealthBridge Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $554k 26k 21.44
2024-06-30 $293k 15k 19.78
2024-03-31 $241k 12k 19.99

More positions owned by WealthBridge Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Expnd Tec Sc Etf (IGM)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for WealthBridge Capital Management

Top funds holding Cohen & Steers Slt Pfd Incm

Morgan Stanley
Baldwin Brothers
Cornerstone Advisory
Invesco
Guggenheim Capital, LLC Managers
Raymond James & Associates
Shaker Financial Services
Kestra Private Wealth Services
LPL Financial
Envestnet Asset Management
Royal Bank of Canada
Kestra Advisory Services
Gridiron Partners
Bank of America Corporation
Branch Banking & Trust Company

View all funds holding Cohen & Steers Slt Pfd Incm