CIA
CSPF

Cape Investment Advisory’s Cohen & Steers Preferred and Income Opportunities Active ETF CSPF Stock Holding History

Cape Investment Advisory’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
Q2 		$1.56K Buy
+60
New +$1.56K ﹤0.01% 1274
2026
Q1 		– Sell
-62
Closed -$1.61K – 1293
2025
Q4 		$1.61K Buy
+62
New +$1.61K ﹤0.01% 1131

Other funds holding CSPF

TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
AI
Auour Investments Woburn, Massachusetts $349M AUM 13.68% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Cape Investment Advisory's CSPF Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) in Q2 2026: 60 shares worth $1.56K. The stake represents ﹤0.01% of the portfolio and ranks #1274 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in CSPF as recently as Q4 2025.

Cape Investment Advisory first reported a position in CSPF in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.61K in Q4 2025. 13 funds tracked by Wall St. Rank hold CSPF as of Q2 2026.

  • Cape Investment Advisory held 60 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $1.56K as of Q2 2026.
  • Cohen & Steers Preferred and Income Opportunities Active ETF was a new Cape Investment Advisory position in Q2 2026.
  • Cohen & Steers Preferred and Income Opportunities Active ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1274 holding.
  • Cape Investment Advisory first reported a position in Cohen & Steers Preferred and Income Opportunities Active ETF in Q4 2025 and has held it in 2 quarters since.
  • Cape Investment Advisory's Cohen & Steers Preferred and Income Opportunities Active ETF position peaked at $1.61K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.