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Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund

CIK: 0001793882 PTA Fixed Income
Report date: 2026-03-30
AUM $1.2B
Expense Ratio
Category Fixed Income
State MD
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-03-30

Holdings

From latest SEC N-PORT filing · US-listed stocks only

64 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 T AT&T INC Since 2026-05-10 00206R508 Equity (Preferred)
0.87%
$10.16 493,265
2 T AT&T INC Since 2026-05-10 00206R706 Equity (Preferred)
1.07%
$12.48 646,405
3 ALLY ALLY FINANCIAL INC Since 2026-05-10 02005NBM1 Debt
0.38%
$4.44 4,467,000
4 ALLY ALLY FINANCIAL INC Since 2026-05-10 02005NBN9 Debt
0.80%
$9.35 9,752,000
5 APO APOLLO GLOBAL MANAGEMENT Since 2026-05-10 03769M205 Equity (Preferred)
0.33%
$3.88 147,108
6 ACGL Arch Capital Group Ltd Since 2026-05-10 03939A107 Equity (Preferred)
0.64%
$7.44 351,086
7 ACGL ARCH CAPITAL GROUP LTD Since 2026-05-10 03939A404 Equity (Preferred)
0.26%
$3.07 172,499
8 AIZ ASSURANT INC Since 2026-05-10 04621X306 Equity (Preferred)
0.11%
$1.26 60,964
9 BMO BANK OF MONTREAL Since 2026-05-10 06368L8V1 Debt
0.34%
$3.92 3,800,000
10 BMO BANK OF MONTREAL Since 2026-05-10 06368LQ58 Debt
0.78%
$9.15 8,600,000
11 CNP CENTERPOINT ENERGY INC Since 2026-05-10 15189TBH9 Debt
0.47%
$5.50 5,240,000
12 CNP CENTERPOINT ENERGY INC Since 2026-05-10 15189TBJ5 Debt
0.22%
$2.60 2,445,000
13 CLDT CHATHAM LODGING Since 2026-05-10 16208T201 Equity (Preferred)
0.15%
$1.74 85,000
14 C CITIGROUP INC Since 2026-05-10 172967242 Equity (Preferred)
0.40%
$4.66 182,151
15 C CITIGROUP INC Since 2026-05-10 172967PE5 Debt
2.02%
$23.55 22,450,000
16 C CITIGROUP INC Since 2026-05-10 172967PM7 Debt
0.48%
$5.60 5,344,000
17 C CITIGROUP INC Since 2026-05-10 172967QJ3 Debt
1.29%
$15.12 14,840,000
18 C CITIGROUP INC Since 2026-05-10 17327CAV5 Debt
1.68%
$19.60 19,016,000
19 C CITIGROUP INC Since 2026-05-10 17327CBC6 Debt
1.41%
$16.46 16,101,000
20 CRBG COREBRIDGE FINANCIAL INC Since 2026-05-10 21871XAU3 Debt
0.35%
$4.07 3,910,000
21 DBRG DIGITALBRIDGE GROUP INC Since 2026-05-10 25401T306 Equity (Preferred)
0.28%
$3.29 170,626
22 DBRG DigitalBridge Group Inc Since 2026-05-10 25401T504 Equity (Preferred)
0.14%
$1.69 87,752
23 D DOMINION ENERGY INC Since 2026-05-10 25746UDT3 Debt
0.22%
$2.57 2,470,000
24 D DOMINION ENERGY INC Since 2026-05-10 25746UDV8 Debt
0.33%
$3.87 3,760,000
25 D DOMINION ENERGY INC Since 2026-05-10 25746UEA3 Debt
0.52%
$6.09 6,065,000
26 ENB ENBRIDGE INC Since 2026-05-10 29250NAW5 Debt
0.92%
$10.73 10,550,000
27 ENB ENBRIDGE INC Since 2026-05-10 29250NBN4 Debt
0.31%
$3.62 3,512,000
28 ENB ENBRIDGE INC Since 2026-05-10 29250NBP9 Debt
0.95%
$11.14 10,208,000
29 ENB ENBRIDGE INC Since 2026-05-10 29250NBS3 Debt
1.02%
$11.91 11,107,000
30 ENB ENBRIDGE INC Since 2026-05-10 29250NBT1 Debt
1.34%
$15.69 13,710,000
31 ENB ENBRIDGE INC Since 2026-05-10 29250NCF0 Debt
0.56%
$6.53 6,120,000
32 EQH EQUITABLE HOLDINGS INC Since 2026-05-10 29452E200 Equity (Preferred)
0.51%
$5.99 286,202
33 EVRG EVERGY INC Since 2026-05-10 30034WAE6 Debt
0.47%
$5.46 5,300,000
34 FG F&G ANNUITIES & LIFE INC Since 2026-05-10 30190A203 Equity (Preferred)
0.55%
$6.46 251,943
35 HSBC HSBC HOLDINGS PLC Since 2026-05-10 404280DT3 Debt
0.36%
$4.21 4,000,000
36 HSBC HSBC HOLDINGS PLC Since 2026-05-10 404280EH8 Debt
0.34%
$3.93 3,800,000
37 HSBC HSBC HOLDINGS PLC Since 2026-05-10 404280FA2 Debt
1.19%
$13.87 13,300,000
38 JPM JPMORGAN CHASE & CO Since 2026-05-10 48128BAQ4 Debt
0.98%
$11.40 10,791,000
39 KKR KKR & CO INC Since 2026-05-10 48251W609 Equity (Preferred)
0.16%
$1.83 71,365
40 MTB M&T BANK CORPORATION Since 2026-05-10 55261F849 Equity (Preferred)
0.76%
$8.92 350,800
41 MTB M&T BANK CORPORATION Since 2026-05-10 55261F864 Equity (Preferred)
0.87%
$10.19 379,337
42 MET METLIFE INC Since 2026-05-10 59156R850 Equity (Preferred)
0.05%
$0.64 32,000
43 MET METLIFE INC Since 2026-05-10 59156RBS6 Debt
0.57%
$6.61 5,500,000
44 SRE SEMPRA Since 2026-05-10 816851BS7 Debt
0.69%
$8.09 7,890,000
45 SRE SEMPRA Since 2026-05-10 816851BT5 Debt
0.55%
$6.42 6,341,000
46 SRE SEMPRA Since 2026-05-10 816851BW8 Debt
0.38%
$4.39 4,290,000
47 SR SPIRE INC Since 2026-05-10 84857LAD3 Debt
0.42%
$4.89 4,910,000
48 SR SPIRE INC Since 2026-05-10 84857LAE1 Debt
0.25%
$2.97 2,940,000
49 UBS UBS GROUP AG Since 2026-05-10 902613AD0 Debt
0.13%
$1.55 1,700,000
50 UBS UBS GROUP AG Since 2026-05-10 902613BE7 Debt
1.16%
$13.57 11,600,000
51 UBS UBS GROUP AG Since 2026-05-10 902613BF4 Debt
0.62%
$7.21 6,600,000
52 UBS UBS GROUP AG Since 2026-05-10 902613BK3 Debt
0.76%
$8.93 8,300,000
53 UBS UBS GROUP AG Since 2026-05-10 902613BN7 Debt
0.26%
$3.06 3,000,000
54 UBS UBS GROUP AG Since 2026-05-10 902613BS6 Debt
0.75%
$8.75 8,600,000
55 UBS UBS GROUP AG Since 2026-05-10 902613BV9 Debt
1.27%
$14.89 14,800,000
56 UBS UBS GROUP AG Since 2026-05-10 902613BW7 Debt
1.13%
$13.16 13,000,000
57 VOYA VOYA FINANCIAL INC Since 2026-05-10 929089AG5 Debt
1.02%
$11.95 11,285,000
58 WFC WELLS FARGO & COMPANY Since 2026-05-10 949746804 Equity (Preferred)
0.21%
$2.51 2,033
59 WFC WELLS FARGO & COMPANY Since 2026-05-10 94988U128 Equity (Preferred)
0.35%
$4.07 209,413
60 WFC WELLS FARGO & COMPANY Since 2026-05-10 94988U151 Equity (Preferred)
0.68%
$7.96 403,986
61 WFC WELLS FARGO & COMPANY Since 2026-05-10 95002Y202 Equity (Preferred)
0.26%
$3.07 167,799
62 WFC WELLS FARGO & COMPANY Since 2026-05-10 95002YAA1 Debt
1.75%
$20.41 19,156,000
63 WFC WELLS FARGO & COMPANY Since 2026-05-10 95002YAC7 Debt
0.35%
$4.14 3,960,000
64 XEL XCEL ENERGY INC Since 2026-05-10 98389B878 Equity (Preferred)
0.23%
$2.65 106,447