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

First Citizens Financial Corp’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	$468K	Buy	17,962 +6,537	+57%	+$170K	0.2%	95
2026 Q1	$293K	Buy	+11,425	New	+$298K	0.14%	113

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

First Citizens Financial Corp's CSPF Position: Q2 2026 in Review

First Citizens Financial Corp increased its Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) stake by 57% in Q2 2026, buying an estimated $170K and bringing the position to 17,962 shares worth $468K. The position accounts for 0.2% of the portfolio, ranked #95.

First Citizens Financial Corp first reported a position in CSPF in Q1 2026 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold CSPF as of Q2 2026.

First Citizens Financial Corp held 17,962 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $468K as of Q2 2026.
First Citizens Financial Corp bought 6,537 Cohen & Steers Preferred and Income Opportunities Active ETF shares in Q2 2026, an estimated $170K.
Cohen & Steers Preferred and Income Opportunities Active ETF made up 0.2% of First Citizens Financial Corp's portfolio in Q2 2026, its #95 holding.
First Citizens Financial Corp first reported a position in Cohen & Steers Preferred and Income Opportunities Active ETF in Q1 2026 and has held it in 2 quarters since.
47 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q2 2026.

Based on First Citizens Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.