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Equibles

Global Retirement Partners, LLC

Pension

Position in PTA — Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund

CIK 1749744 San Rafael, CA
Back to PTA Full portfolio

Position in PTA

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$98,930
+$66,915 QoQ
Shares Held
5,158
+211.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#45
of 61 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PTA Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Global Retirement Partners, LLC holds $52,209,770 across 225 Asset Management names. PTA ranks #97 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 44,901 $5,283,500
2 BLK
BlackRock, Inc.
 5,488 $5,277,041
3 BXSL
Blackstone Secured Lending Fund
 103,935 $2,464,298
4 CII
BlackRock Enhanced Large Cap Core Fund, Inc.
 64,990 $1,699,488
5 STT
State Street Corp
 9,882 $1,675,987
6 APO
Apollo Global Management, Inc.
 12,053 $1,425,990
7 ARCC
Ares Capital Corp
 75,075 $1,391,139
8 OTF
Blue Owl Technology Finance Corp.
 121,264 $1,255,082

All Filings in PTA

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $98,930 5,158
2025-12-31 $32,015 1,658