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Transcend Wealth Collective, LLC

SEC CIK
0001776082
Latest filing
Aug 4, 2026

PTA holding history

Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund in every 13F filed by Transcend Wealth Collective, 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 (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q2 2022
Holdings of PTA by Transcend Wealth Collective, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−11,116−100.0%Sold outHolders
Q2 202211,116$212.0K<0.1%+11,116NewHolders