EFS
CSSD

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
Q2 		$293K Hold
11,637
– – 0.01% 659
2026
Q1 		$291K Buy
+11,637
New +$293K 0.02% 628

Other funds holding CSSD

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
OC
Oarsman Capital Milwaukee, Wisconsin $945M AUM 24.13% 1-Year Est. Return
CBTWT
Community Bank & Trust (Waco, Texas) Waco, Texas $555M AUM 48.76% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
LFGO
Legacy Financial Group (Oklahoma) Tulsa, Oklahoma $429M AUM 21.51% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Essex Financial Services's CSSD Position: Q2 2026 in Review

Essex Financial Services held its Cohen & Steers Short Duration Preferred and Income Active ETF (CSSD) position steady in Q2 2026 at 11,637 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #659.

Essex Financial Services first reported a position in CSSD in Q1 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold CSSD as of Q2 2026.

  • Essex Financial Services held 11,637 shares of Cohen & Steers Short Duration Preferred and Income Active ETF worth $293K as of Q2 2026.
  • Essex Financial Services left its Cohen & Steers Short Duration Preferred and Income Active ETF share count unchanged in Q2 2026.
  • Cohen & Steers Short Duration Preferred and Income Active ETF made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #659 holding.
  • Essex Financial Services first reported a position in Cohen & Steers Short Duration Preferred and Income Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Cohen & Steers Short Duration Preferred and Income Active ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.