HIP
CSPF

HUB Investment Partners’s Cohen & Steers Preferred and Income Opportunities Active ETF CSPF Stock Holding History

HUB Investment Partners’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
2025
Q3 		– Sell
-19,746
Closed -$503K – 947
2025
Q2 		$503K Buy
19,746
+85
+0.4% +$2.13K 0.02% 380
2025
Q1 		$494K Buy
+19,661
New +$495K 0.02% 339

Other funds holding CSPF

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SCP
Shorepoint Capital Partners Norwood, Massachusetts $503M AUM
DWP
Daymark Wealth Partners Cincinnati, Ohio $3.18B AUM 23.46% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AIA
Armor Investment Advisors Raleigh, North Carolina $278M AUM 14.95% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return

HUB Investment Partners's CSPF Position: Q3 2025 in Review

HUB Investment Partners sold out of Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) in Q3 2025, closing a stake of 19,746 shares — an estimated $503K sold.

HUB Investment Partners first reported a position in CSPF in Q1 2025 and held it in 2 quarters. The position peaked at $503K in Q2 2025. 19 funds tracked by Wall St. Rank hold CSPF as of Q3 2025.

  • HUB Investment Partners reported no remaining Cohen & Steers Preferred and Income Opportunities Active ETF position as of Q3 2025 after selling out during the quarter.
  • HUB Investment Partners sold 19,746 Cohen & Steers Preferred and Income Opportunities Active ETF shares in Q3 2025, an estimated $503K.
  • HUB Investment Partners first reported a position in Cohen & Steers Preferred and Income Opportunities Active ETF in Q1 2025 and held it in 2 quarters.
  • HUB Investment Partners's Cohen & Steers Preferred and Income Opportunities Active ETF position peaked at $503K in Q2 2025.
  • 19 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q3 2025.

Based on HUB Investment Partners's 13F filing for Q3 2025, filed 12 Nov 2025.