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

✨ Hidden Gem

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund

Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund is a close-end fixed income mutual fund launched by Cohen & Steers, Inc. The fund is managed by Cohen & Steers Capital Management, Inc. It invests in fixed income markets of global region. The fund invests directly and through derivates in preferred stock and debt securities, floating-rate and fixed-to-floating-rate preferred securities, fixed- and floating-rate corporate debt sec… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$19.55
Market Cap$1.08B
Shares Outstanding55.3M
P/E (TTM)12.02
Price/Sales (TTM)11.90
Dividend RateNone

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 -$289,721 -$451,260 -$289,721 -$451,260
2021 $139M $131M $134M $131M
2022 -$229M -$230M -$229M -$230M
2023 -$2.0M -$3.6M -$2.0M -$3.6M
2024 $243M $241M $243M $241M
2025 $91.1M $89.5M N/A N/A

Ownership & Float

Institutional Ownership22.9%
% of All Funds Holding0.69%
Number of Funds Holding60

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$19.27Near-term / short-term trend
Weekly40-Week SMA$19.62Medium-term trend
Weekly80-Week SMA$19.60Cyclical trend (business cycle)
Weekly200-Week SMA$19.03Secular trend (multi-year)
Monthly10-Month SMA$19.68Near-term monthly trend
Monthly20-Month SMA$19.69Medium-term monthly trend
Monthly40-Month SMA$19.14Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$19.70 resistance 1.08x 1 months ago

Historical Earnings Reactions

TimeframeAvg ReturnMedianWin RateBestWorst
Gap N/A N/A N/A N/A N/A
1 Day N/A N/A N/A N/A N/A
1 Week N/A N/A N/A N/A N/A
2 Weeks N/A N/A N/A N/A N/A
1 Month N/A N/A N/A N/A N/A

Seasonality & Day-of-Week Patterns

Monthly Seasonality

Insufficient historical data for monthly seasonality analysis (requires 7+ years of data).

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.12% 45.8% 260
Tuesday -0.09% 43.8% 290
Wednesday 0.09% 53.0% 287
Thursday 0.01% 49.6% 280
Friday 0.03% 55.5% 281

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 22.9%

Insider Transactions — Smart Summary

Full insider transaction history and smart buy/sell sentiment summary available on Trend Edge.

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (PTA) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for PTA on Trend Edge →