Bourgeon Capital Management’s Cohen & Steers Short Duration Preferred and Income Active ETF CSSD Stock Holding History
Bought
Maintained
Sold
Other funds holding CSSD
CBTWT
LFGO
Bourgeon Capital Management's CSSD Position: Q3 2026 in Review
Bourgeon Capital Management held its Cohen & Steers Short Duration Preferred and Income Active ETF (CSSD) position steady in Q3 2026 at 9,520 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #107.
Bourgeon Capital Management first reported a position in CSSD in Q1 2026 and has held it in 3 quarters since. The position peaked at $240K in Q2 2026. 7 funds tracked by Wall St. Rank hold CSSD as of Q3 2026.
- Bourgeon Capital Management held 9,520 shares of Cohen & Steers Short Duration Preferred and Income Active ETF worth $234K as of Q3 2026.
- Bourgeon Capital Management left its Cohen & Steers Short Duration Preferred and Income Active ETF share count unchanged in Q3 2026.
- Cohen & Steers Short Duration Preferred and Income Active ETF made up 0.03% of Bourgeon Capital Management's portfolio in Q3 2026, its #107 holding.
- Bourgeon Capital Management first reported a position in Cohen & Steers Short Duration Preferred and Income Active ETF in Q1 2026 and has held it in 3 quarters since.
- Bourgeon Capital Management's Cohen & Steers Short Duration Preferred and Income Active ETF position peaked at $240K in Q2 2026.
- 7 funds tracked by Wall St. Rank held Cohen & Steers Short Duration Preferred and Income Active ETF as of Q3 2026.
Based on Bourgeon Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.