FFG
CSPF

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
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

TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OHIS
Oak Harvest Investment Services Houston, Texas $958M AUM 34.66% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $3.18B AUM 23.46% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Fortem Financial Group's CSPF Position: Q1 2026 in Review

Fortem Financial Group increased its Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) stake by 11% in Q1 2026, buying an estimated $879K and bringing the position to 333,994 shares worth $8.56M. The position accounts for 2.15% of the portfolio, ranked #11.

Fortem Financial Group first reported a position in CSPF in Q4 2025 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold CSPF as of Q1 2026.

  • Fortem Financial Group held 333,994 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $8.56M as of Q1 2026.
  • Fortem Financial Group bought 33,670 Cohen & Steers Preferred and Income Opportunities Active ETF shares in Q1 2026, an estimated $879K.
  • Cohen & Steers Preferred and Income Opportunities Active ETF made up 2.15% of Fortem Financial Group's portfolio in Q1 2026, its #11 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 2 quarters since.
  • 37 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q1 2026.

Based on Fortem Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.