D.A. Davidson & Co’s Cohen & Steers Short Duration Preferred and Income Active ETF CSSD Stock Holding History

D.A. Davidson & Co’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 Q3	$9.7M	Buy	+396,980	New	+$10M	0.05%	269

Other funds holding CSSD

CBTWT

Community Bank & Trust (Waco, Texas) Waco, Texas $612M AUM 40.99% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Hidden Cove Wealth Management Bainbridge Island, Washington $187M AUM 19.69% 1-Year Est. Return

LFGO

Legacy Financial Group (Oklahoma) Tulsa, Oklahoma $444M AUM 14.45% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

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

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

D.A. Davidson & Co's CSSD Position: Q3 2026 in Review

D.A. Davidson & Co opened a new position in Cohen & Steers Short Duration Preferred and Income Active ETF (CSSD) in Q3 2026: 396,980 shares worth $9.7M. The stake represents 0.05% of the portfolio and ranks #269 among its holdings.

9 funds tracked by Wall St. Rank hold CSSD as of Q3 2026.

D.A. Davidson & Co held 396,980 shares of Cohen & Steers Short Duration Preferred and Income Active ETF worth $9.7M as of Q3 2026.
Cohen & Steers Short Duration Preferred and Income Active ETF was a new D.A. Davidson & Co position in Q3 2026.
Cohen & Steers Short Duration Preferred and Income Active ETF made up 0.05% of D.A. Davidson & Co's portfolio in Q3 2026, its #269 holding.
9 funds tracked by Wall St. Rank held Cohen & Steers Short Duration Preferred and Income Active ETF as of Q3 2026.

Based on D.A. Davidson & Co's 13F filing for Q3 2026, filed 28 Oct 2026.