Envestnet Asset Management
CSPF

Envestnet Asset Management’s Cohen & Steers Preferred and Income Opportunities Active ETF CSPF Stock Holding History

Envestnet Asset Management’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 		$6.7M Buy
+261,203
New +$6.82M ﹤0.01% 2111

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

Envestnet Asset Management's CSPF Position: Q1 2026 in Review

Envestnet Asset Management opened a new position in Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) in Q1 2026: 261,203 shares worth $6.7M. The stake represents ﹤0.01% of the portfolio and ranks #2111 among its holdings.

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

  • Envestnet Asset Management held 261,203 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $6.7M as of Q1 2026.
  • Cohen & Steers Preferred and Income Opportunities Active ETF was a new Envestnet Asset Management position in Q1 2026.
  • Cohen & Steers Preferred and Income Opportunities Active ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2111 holding.
  • 37 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.