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Gradient Investments LLC

SEC CIK
0001542265
Latest filing
Jul 8, 2026

PTA holding history

Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund in every 13F filed by Gradient Investments LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PTA overviewAll 13F holders of PTAFull Q2 2026 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2022
Holdings of PTA by Gradient Investments LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−595−100.0%Sold outHolders
Q3 2022595$11.0K<0.1%+595NewHolders