Concurrent Investment Advisors’s Cohen & Steers Future of Energy Active ETF CSEN Stock Holding History

Concurrent Investment Advisors’s Portfolio CSEN Stock Details CSEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$208K	Buy	+8,415	New	+$211K	﹤0.01%	2138

Other funds holding CSEN

BLVD Private Wealth Prospect, Kentucky $134M AUM 22.93% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors's CSEN Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in Cohen & Steers Future of Energy Active ETF (CSEN) in Q3 2026: 8,415 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #2138 among its holdings.

10 funds tracked by Wall St. Rank hold CSEN as of Q3 2026.

Concurrent Investment Advisors held 8,415 shares of Cohen & Steers Future of Energy Active ETF worth $208K as of Q3 2026.
Cohen & Steers Future of Energy Active ETF was a new Concurrent Investment Advisors position in Q3 2026.
Cohen & Steers Future of Energy Active ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #2138 holding.
10 funds tracked by Wall St. Rank held Cohen & Steers Future of Energy Active ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.