Essex Financial Services’s Cohen & Steers Short Duration Preferred and Income Active ETF CSSD Stock Holding History

Essex Financial Services’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 Q1	$291K	Buy	+11,637	New	+$293K	0.02%	628

Other funds holding CSSD

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Oarsman Capital Milwaukee, Wisconsin $805M AUM 19.96% 1-Year Est. Return

Community Bank & Trust (Waco, Texas) Waco, Texas $505M AUM 26.96% 1-Year Est. Return

Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return

Bourgeon Capital Management Darien, Connecticut $574M AUM 41.69% 1-Year Est. Return