CFD
CSPF

Creative Financial Designs’s Cohen & Steers Preferred and Income Opportunities Active ETF CSPF Stock Holding History

Creative Financial Designs’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
Q1 		$303K Buy
+11,803
New +$308K 0.02% 431

Other funds holding CSPF

TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OHIS
Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $3.18B AUM 23.46% 1-Year Est. Return

Creative Financial Designs's CSPF Position: Q1 2026 in Review

Creative Financial Designs opened a new position in Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) in Q1 2026: 11,803 shares worth $303K. The stake represents 0.02% of the portfolio and ranks #431 among its holdings.

37 funds tracked by Wall St. Rank hold CSPF as of Q1 2026.

  • Creative Financial Designs held 11,803 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $303K as of Q1 2026.
  • Cohen & Steers Preferred and Income Opportunities Active ETF was a new Creative Financial Designs position in Q1 2026.
  • Cohen & Steers Preferred and Income Opportunities Active ETF made up 0.02% of Creative Financial Designs's portfolio in Q1 2026, its #431 holding.
  • 37 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.