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Equibles

Integrated Wealth Concepts LLC

Position in PSF — Cohen & Steers Select Preferred & Income Fund, Inc.

CIK 1737109 WALTHAM, MA
Back to PSF Full portfolio

Position in PSF

as of Jun 30, 2026 · filed Sep 9, 2026
Position Value
$201,300
+$7,400 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#35
of 55 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PSF Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $346,355,725 across 136 Asset Management names. PSF ranks #101 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 1,638,614 $186,152,325
2 STT
State Street Corp
 581,003 $32,600,460
3 PHYS
Sprott Physical Gold Trust
 647,375 $19,531,303
4 BX
Blackstone Inc.
 60,802 $7,154,571
5 BLK
BlackRock, Inc.
 16,586 $4,689,934
6 MAIN
Main Street Capital CORP
 90,056 $4,672,105
7 BPRE
Bluerock Private Real Estate Fund
 301,045 $3,916,595
8 CEF
Sprott Physical Gold & Silver Trust
 84,650 $3,405,469

All Filings in PSF

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $201,300 10,000
2026-03-31 $193,900 10,000
2025-12-31 $202,800 10,000
2025-09-30 $219,083 10,543
2025-06-30 $201,400 10,000
2025-03-31 $200,039 10,007
2024-12-31 $197,838 10,007
2024-09-30 $238,712 11,134
2024-06-30 $220,230 11,134
2024-03-31 $222,568 11,134
2023-12-31 $213,777 11,311