Bank of America
CSPF

Bank of America’s Cohen & Steers Preferred and Income Opportunities Active ETF CSPF Stock Holding History

Bank of America’s Portfolio CSPF Stock Details CSPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-215
Closed -$5.57K – 7157
2025
Q4 		$5.57K Buy
+215
New +$5.59K ﹤0.01% 6257

Other funds holding CSPF

TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OHIS
Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $3.18B AUM 23.46% 1-Year Est. Return

Bank of America's CSPF Position: Q1 2026 in Review

Bank of America sold out of Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) in Q1 2026, closing a stake of 215 shares — an estimated $5.57K sold.

Bank of America first reported a position in CSPF in Q4 2025 and held it in 1 quarter. The position peaked at $5.57K in Q4 2025. 37 funds tracked by Wall St. Rank hold CSPF as of Q1 2026.

  • Bank of America reported no remaining Cohen & Steers Preferred and Income Opportunities Active ETF position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 215 Cohen & Steers Preferred and Income Opportunities Active ETF shares in Q1 2026, an estimated $5.57K.
  • Bank of America first reported a position in Cohen & Steers Preferred and Income Opportunities Active ETF in Q4 2025 and held it in 1 quarter.
  • Bank of America's Cohen & Steers Preferred and Income Opportunities Active ETF position peaked at $5.57K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.