BCM
CSSD

Bourgeon Capital Management’s Cohen & Steers Short Duration Preferred and Income Active ETF CSSD Stock Holding History

Bourgeon Capital Management’s Portfolio CSSD Stock Details CSSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$234K Buy
+9,359
New +$236K 0.04% 98

Other funds holding CSSD

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
OC
Oarsman Capital Milwaukee, Wisconsin $806M AUM 19.96% 1-Year Est. Return
CBTWT
Community Bank & Trust (Waco, Texas) Waco, Texas $505M AUM 26.96% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

Bourgeon Capital Management's CSSD Position: Q1 2026 in Review

Bourgeon Capital Management opened a new position in Cohen & Steers Short Duration Preferred and Income Active ETF (CSSD) in Q1 2026: 9,359 shares worth $234K. The stake represents 0.04% of the portfolio and ranks #98 among its holdings.

6 funds tracked by Wall St. Rank hold CSSD as of Q1 2026.

  • Bourgeon Capital Management held 9,359 shares of Cohen & Steers Short Duration Preferred and Income Active ETF worth $234K as of Q1 2026.
  • Cohen & Steers Short Duration Preferred and Income Active ETF was a new Bourgeon Capital Management position in Q1 2026.
  • Cohen & Steers Short Duration Preferred and Income Active ETF made up 0.04% of Bourgeon Capital Management's portfolio in Q1 2026, its #98 holding.
  • 6 funds tracked by Wall St. Rank held Cohen & Steers Short Duration Preferred and Income Active ETF as of Q1 2026.

Based on Bourgeon Capital Management's 13F filing for Q1 2026, filed 13 Apr 2026.