Physician Wealth Advisors, Inc.
Position in PSF — Cohen & Steers Select Preferred & Income Fund, Inc.
CIK 1795173
MIDVALE, UT
Position in PSF
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$224,248
+$8,244 QoQ
Shares Held
11,140
0.0% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#34
of 55 holders
Holding Since
Jun 2020
25 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, 2026Physician Wealth Advisors, Inc. holds $1,810,787 across 58 Asset Management names. PSF ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
350 | $336,546 | |
| 2 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
29,367 | $231,411 | |
| 3 | PSF |
Cohen & Steers Select Preferred & Income Fund, Inc.
This page
|
11,140 | $224,248 | |
| 4 | PCM |
Pcm Fund, Inc.
|
27,330 | $152,501 | |
| 5 | BX |
Blackstone Inc.
|
1,127 | $132,614 | |
| 6 | BTZ |
Blackrock Credit Allocation Income Trust
|
10,000 | $102,200 | |
| 7 | ARCC |
Ares Capital Corp
|
4,190 | $77,640 | |
| 8 | BXSL |
Blackstone Secured Lending Fund
|
3,000 | $71,130 |
All Filings in PSF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,248 | 11,140 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $216,004 | 11,140 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $225,919 | 11,140 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $231,489 | 11,140 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $298,736 | 14,833 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $296,511 | 14,833 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $293,248 | 14,833 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $318,019 | 14,833 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $293,396 | 14,833 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $296,511 | 14,833 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $280,343 | 14,833 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $268,328 | 14,833 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $269,367 | 14,833 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $268,477 | 14,833 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $277,673 | 14,833 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $266,400 | 14,833 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $302,148 | 14,833 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $565,460 | 24,500 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $656,600 | 24,500 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $698,250 | 24,500 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $750,925 | 24,500 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $678,650 | 24,500 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $688,450 | 24,500 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $650,475 | 24,500 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $603,435 | 24,500 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||