Flagship Capital Management
CSPF icon

Flagship Capital Management’s Cohen & Steers Preferred and Income Opportunities Active ETF CSPF Stock Holding History

Flagship Capital Management’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
Q3 		$377K Buy
+14,960
New +$387K 0.23% 38

Other funds holding CSPF

Oak Harvest Investment Services
Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
WealthBridge Capital Management
WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return
OxenFree Capital
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Flagship Capital Management's CSPF Position: Q3 2026 in Review

Flagship Capital Management opened a new position in Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) in Q3 2026: 14,960 shares worth $377K. The stake represents 0.23% of the portfolio and ranks #38 among its holdings.

13 funds tracked by Wall St. Rank hold CSPF as of Q3 2026.

  • Flagship Capital Management held 14,960 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $377K as of Q3 2026.
  • Cohen & Steers Preferred and Income Opportunities Active ETF was a new Flagship Capital Management position in Q3 2026.
  • Cohen & Steers Preferred and Income Opportunities Active ETF made up 0.23% of Flagship Capital Management's portfolio in Q3 2026, its #38 holding.
  • 13 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q3 2026.

Based on Flagship Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.