Brown Financial Advisors’s Cohen & Steers Natural Resources Active ETF CSNR Stock Holding History

Brown Financial Advisors’s Portfolio CSNR Stock Details CSNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.32M	Sell	35,188 -878	-2%	-$31.1K	0.5%	65
2025 Q4	$1.11M	Sell	36,066 -134	-0.4%	-$3.98K	0.41%	79
2025 Q3	$1.05M	Sell	36,200 -508	-1%	-$14K	0.39%	83
2025 Q2	$971K	Sell	36,708 -784	-2%	-$19.6K	0.38%	90
2025 Q1	$934K	Buy	+37,492	New	+$925K	0.39%	87

Other funds holding CSNR

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

GMFG

Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

DWP

Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Brown Financial Advisors's CSNR Position: Q1 2026 in Review

Brown Financial Advisors reduced its Cohen & Steers Natural Resources Active ETF (CSNR) stake by 2.4% in Q1 2026, selling an estimated $31.1K and leaving 35,188 shares worth $1.32M. The position accounts for 0.5% of the portfolio, ranked #65.

Brown Financial Advisors first reported a position in CSNR in Q1 2025 and has held it in 5 quarters since. 29 funds tracked by Wall St. Rank hold CSNR as of Q1 2026.

Brown Financial Advisors held 35,188 shares of Cohen & Steers Natural Resources Active ETF worth $1.32M as of Q1 2026.
Brown Financial Advisors sold 878 Cohen & Steers Natural Resources Active ETF shares in Q1 2026, an estimated $31.1K.
Cohen & Steers Natural Resources Active ETF made up 0.5% of Brown Financial Advisors's portfolio in Q1 2026, its #65 holding.
Brown Financial Advisors first reported a position in Cohen & Steers Natural Resources Active ETF in Q1 2025 and has held it in 5 quarters since.
29 funds tracked by Wall St. Rank held Cohen & Steers Natural Resources Active ETF as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.