Wealthcare Advisory Partners LLC

Position in LDP — Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.

CIK 1683059 WEST CHESTER, PA

Position in LDP

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$903,722

+$101,508 QoQ

Shares Held

42,709

+6.3% QoQ

Ownership

0.147%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

of 28 holders

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wealthcare Advisory Partners LLC holds $63,534,498 across 46 Asset Management names. LDP ranks #16 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHYS	Sprott Physical Gold Trust	545,634	$16,461,777
2	PDI	PIMCO Dynamic Income Fund	436,792	$7,294,426
3	ARCC	Ares Capital Corp	264,044	$4,892,735
4	APO	Apollo Global Management, Inc.	33,725	$3,990,004
5	PSLV	Sprott Physical Silver Trust	205,537	$3,878,483
6	CEF	Sprott Physical Gold & Silver Trust	79,900	$3,214,377
7	BX	Blackstone Inc.	20,925	$2,462,244
8	GNT	GAMCO Natural Resources, Gold & Income Trust	241,340	$1,966,921

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$903,722	42,709	+6.3%	Shares	Sole	2026-07-09
2026-03-31	$802,214	40,171	+15.1%	Shares	Sole	2026-04-14
2025-12-31	$739,129	34,914	+6.4%	Shares	Sole	2026-01-14
2025-09-30	$711,079	32,814	+7.9%	Shares	Sole	2025-11-07
2025-06-30	$638,001	30,410	+13.6%	Shares	Sole	2025-07-22
2025-03-31	$544,833	26,760	+12.4%	Shares	Sole	2025-04-15
2024-12-31	$481,063	23,815	+11807.5%	Shares	Sole	2025-01-15
2021-03-31	$5,224	200	0.0%	Shares	Sole	2021-04-30
2020-03-31	$4,110	200	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.