PTA — Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund Institutional Holders · Q3 2026
Who owns Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA)? 3 institutions reported holding $175,030 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Noble Wealth Management PBC ($109,296), MassMutual Private Wealth & Trust, FSB ($39,649), Elevation Wealth Partners, LLC ($26,085).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Noble Wealth Management PBC | $109,296 | 6,285 | Hold |
| 2 | MassMutual Private Wealth & Trust, FSB | $39,649 | 2,280 | Hold |
| 3 | ELEVATION WEALTH PARTNERS, LLC | $26,085 | 1,500 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30