DI
CSPF

Disciplined Investors’s Cohen & Steers Preferred and Income Opportunities Active ETF CSPF Stock Holding History

Disciplined Investors’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 		$336K Buy
+13,126
New +$343K 0.2% 96

Other funds holding CSPF

TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 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 $14.1B AUM 25.71% 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 $399M AUM 47.19% 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
DWP
Daymark Wealth Partners Cincinnati, Ohio $3.18B AUM 23.46% 1-Year Est. Return

Disciplined Investors's CSPF Position: Q1 2026 in Review

Disciplined Investors opened a new position in Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) in Q1 2026: 13,126 shares worth $336K. The stake represents 0.2% of the portfolio and ranks #96 among its holdings.

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

  • Disciplined Investors held 13,126 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $336K as of Q1 2026.
  • Cohen & Steers Preferred and Income Opportunities Active ETF was a new Disciplined Investors position in Q1 2026.
  • Cohen & Steers Preferred and Income Opportunities Active ETF made up 0.2% of Disciplined Investors's portfolio in Q1 2026, its #96 holding.
  • 37 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q1 2026.

Based on Disciplined Investors's 13F filing for Q1 2026, filed 12 May 2026.