FI
CSPF

Financial Insights’s Cohen & Steers Preferred and Income Opportunities Active ETF CSPF Stock Holding History

Financial Insights’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 		$1.23M Buy
47,977
+5,697
+13% +$149K 0.4% 42
2025
Q4 		$1.1M Buy
42,280
+14,776
+54% +$384K 0.37% 44
2025
Q3 		$715K Buy
27,504
+6,371
+30% +$164K 0.24% 56
2025
Q2 		$538K Buy
+21,133
New +$529K 0.2% 66

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

Financial Insights's CSPF Position: Q1 2026 in Review

Financial Insights increased its Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) stake by 13% in Q1 2026, buying an estimated $149K and bringing the position to 47,977 shares worth $1.23M. The position accounts for 0.4% of the portfolio, ranked #42.

Financial Insights 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.

  • Financial Insights held 47,977 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $1.23M as of Q1 2026.
  • Financial Insights bought 5,697 Cohen & Steers Preferred and Income Opportunities Active ETF shares in Q1 2026, an estimated $149K.
  • Cohen & Steers Preferred and Income Opportunities Active ETF made up 0.4% of Financial Insights's portfolio in Q1 2026, its #42 holding.
  • Financial Insights 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 Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.