FFG
CSPF icon

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

Fortem Financial Group’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 		$8.71M Buy
346,184
+1,782
+0.5% +$46.1K 1.79% 19
2026
Q2 		$8.98M Buy
344,402
+10,408
+3% +$271K 1.83% 16
2026
Q1 		$8.56M Buy
333,994
+33,670
+11% +$879K 2.15% 11
2025
Q4 		$7.78M Buy
+300,324
New +$7.81M 2.08% 10

Other funds holding CSPF

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Oak Harvest Investment Services
Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Daymark Wealth Partners
Daymark Wealth Partners Cincinnati, Ohio $4.41B AUM 22.52% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM

Fortem Financial Group's CSPF Position: Q3 2026 in Review

Fortem Financial Group increased its Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) stake by 0.52% in Q3 2026, buying an estimated $46.1K and bringing the position to 346,184 shares worth $8.71M. The position accounts for 1.79% of the portfolio, ranked #19.

Fortem Financial Group first reported a position in CSPF in Q4 2025 and has held it in 4 quarters since. The position peaked at $8.98M in Q2 2026. 38 funds tracked by Wall St. Rank hold CSPF as of Q3 2026.

  • Fortem Financial Group held 346,184 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $8.71M as of Q3 2026.
  • Fortem Financial Group bought 1,782 Cohen & Steers Preferred and Income Opportunities Active ETF shares in Q3 2026, an estimated $46.1K.
  • Cohen & Steers Preferred and Income Opportunities Active ETF made up 1.79% of Fortem Financial Group's portfolio in Q3 2026, its #19 holding.
  • Fortem Financial Group first reported a position in Cohen & Steers Preferred and Income Opportunities Active ETF in Q4 2025 and has held it in 4 quarters since.
  • Fortem Financial Group's Cohen & Steers Preferred and Income Opportunities Active ETF position peaked at $8.98M in Q2 2026.
  • 38 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q3 2026.

Based on Fortem Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.