COFG Advisors »

Cohen & Steers Tax Advan P shares owned by COFG Advisors

Quarter-by-quarter ownership of Cohen & Steers Tax Advan P (PTA) shares owned by COFG Advisors from 13F filings

Historical chart of COFG Advisors investment in Cohen & Steers Tax Advan P

Tip: Access up to 7 years of quarterly data

All positions including Cohen & Steers Tax Advan P held by COFG Advisors 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 Tax Advan P by COFG Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $236k 12k 19.31

More positions owned by COFG Advisors

Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Apple (AAPL)
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Amazon (AMZN)

View all positions for COFG Advisors

Top funds holding Cohen & Steers Tax Advan P

UBS Group
Royal Bank of Canada
Raymond James Financial
Rockefeller Capital Management
Shaker Financial Services
HPM Partners
Stifel Financial
Polar Securities
CI Private Wealth
Wells Fargo & Company
Wedbush Morgan Securities
Rareview Capital
LPL Financial
Oppenheimer & Co
Citadel Advisors

View all funds holding Cohen & Steers Tax Advan P