Blue Trust Inc’s Cohen & Steers Preferred and Income Opportunities Active ETF CSPF Stock Holding History

Blue Trust Inc’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 Q3	$18.6K	Buy	+737	New	+$19.1K	﹤0.01%	1533

Other funds holding CSPF

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Blue Trust Inc's CSPF Position: Q3 2026 in Review

Blue Trust Inc opened a new position in Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) in Q3 2026: 737 shares worth $18.6K. The stake represents ﹤0.01% of the portfolio and ranks #1533 among its holdings.

6 funds tracked by Wall St. Rank hold CSPF as of Q3 2026.

Blue Trust Inc held 737 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $18.6K as of Q3 2026.
Cohen & Steers Preferred and Income Opportunities Active ETF was a new Blue Trust Inc position in Q3 2026.
Cohen & Steers Preferred and Income Opportunities Active ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1533 holding.
6 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.