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

Financial Management Network’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	$1.07M	Buy	42,257 +21,812	+107%	+$549K	0.15%	92
2026 Q1	$514K	Buy	+20,445	New	+$515K	0.08%	122

Other funds holding CSSD

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

EFS

Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Financial Management Network's CSSD Position: Q2 2026 in Review

Financial Management Network increased its Cohen & Steers Short Duration Preferred and Income Active ETF (CSSD) stake by 107% in Q2 2026, buying an estimated $549K and bringing the position to 42,257 shares worth $1.07M. The position accounts for 0.15% of the portfolio, ranked #92.

Financial Management Network 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.

Financial Management Network held 42,257 shares of Cohen & Steers Short Duration Preferred and Income Active ETF worth $1.07M as of Q2 2026.
Financial Management Network bought 21,812 Cohen & Steers Short Duration Preferred and Income Active ETF shares in Q2 2026, an estimated $549K.
Cohen & Steers Short Duration Preferred and Income Active ETF made up 0.15% of Financial Management Network's portfolio in Q2 2026, its #92 holding.
Financial Management Network 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 Financial Management Network's 13F filing for Q2 2026, filed 6 Aug 2026.