DWP
CSPF

Daymark Wealth Partners’s Cohen & Steers Preferred and Income Opportunities Active ETF CSPF Stock Holding History

Daymark Wealth Partners’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 		$5.48M Buy
213,603
+22,138
+12% +$578K 0.17% 108
2025
Q4 		$4.96M Sell
191,465
-7,644
-4% -$199K 0.16% 113
2025
Q3 		$5.17M Buy
199,109
+39,452
+25% +$1.02M 0.18% 107
2025
Q2 		$4.07M Buy
+159,657
New +$3.99M 0.15% 120

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 $958M AUM 34.66% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Daymark Wealth Partners's CSPF Position: Q1 2026 in Review

Daymark Wealth Partners increased its Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) stake by 12% in Q1 2026, buying an estimated $578K and bringing the position to 213,603 shares worth $5.48M. The position accounts for 0.17% of the portfolio, ranked #108.

Daymark Wealth Partners first reported a position in CSPF in Q2 2025 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold CSPF as of Q1 2026.

  • Daymark Wealth Partners held 213,603 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $5.48M as of Q1 2026.
  • Daymark Wealth Partners bought 22,138 Cohen & Steers Preferred and Income Opportunities Active ETF shares in Q1 2026, an estimated $578K.
  • Cohen & Steers Preferred and Income Opportunities Active ETF made up 0.17% of Daymark Wealth Partners's portfolio in Q1 2026, its #108 holding.
  • Daymark Wealth Partners first reported a position in Cohen & Steers Preferred and Income Opportunities Active ETF in Q2 2025 and has held it in 4 quarters since.
  • 37 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.