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Ballew Advisors’s Cohen & Steers Real Estate Active ETF CSRE Stock Holding History

Ballew Advisors’s Portfolio CSRE Stock Details CSRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$666K Buy
+24,937
New +$714K 0.33% 59

Other funds holding CSRE

VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Ballew Advisors's CSRE Position: Q3 2026 in Review

Ballew Advisors opened a new position in Cohen & Steers Real Estate Active ETF (CSRE) in Q3 2026: 24,937 shares worth $666K. The stake represents 0.33% of the portfolio and ranks #59 among its holdings.

8 funds tracked by Wall St. Rank hold CSRE as of Q3 2026.

  • Ballew Advisors held 24,937 shares of Cohen & Steers Real Estate Active ETF worth $666K as of Q3 2026.
  • Cohen & Steers Real Estate Active ETF was a new Ballew Advisors position in Q3 2026.
  • Cohen & Steers Real Estate Active ETF made up 0.33% of Ballew Advisors's portfolio in Q3 2026, its #59 holding.
  • 8 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q3 2026.

Based on Ballew Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.