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 Q2	$1.22M	Sell	46,903 -1,074	-2%	-$28K	0.32%	50
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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

OHIS

Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

SWM

SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Financial Insights's CSPF Position: Q2 2026 in Review

Financial Insights reduced its Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) stake by 2.2% in Q2 2026, selling an estimated $28K and leaving 46,903 shares worth $1.22M. The position accounts for 0.32% of the portfolio, ranked #50.

Financial Insights first reported a position in CSPF in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.23M in Q1 2026. 47 funds tracked by Wall St. Rank hold CSPF as of Q2 2026.

Financial Insights held 46,903 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $1.22M as of Q2 2026.
Financial Insights sold 1,074 Cohen & Steers Preferred and Income Opportunities Active ETF shares in Q2 2026, an estimated $28K.
Cohen & Steers Preferred and Income Opportunities Active ETF made up 0.32% of Financial Insights's portfolio in Q2 2026, its #50 holding.
Financial Insights first reported a position in Cohen & Steers Preferred and Income Opportunities Active ETF in Q2 2025 and has held it in 5 quarters since.
Financial Insights's Cohen & Steers Preferred and Income Opportunities Active ETF position peaked at $1.23M in Q1 2026.
47 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.