IFP Advisors’s Cohen & Steers Short Duration Preferred and Income Active ETF CSSD Stock Holding History

IFP Advisors’s Portfolio CSSD Stock Details CSSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$29.4K	Sell	1,200 -753	-39%	-$18.9K	﹤0.01%	2735
2026 Q2	$49.1K	Buy	+1,953	New	+$49.2K	﹤0.01%	2411

Other funds holding CSSD

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

CBTWT

Community Bank & Trust (Waco, Texas) Waco, Texas $612M AUM 40.99% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Hidden Cove Wealth Management Bainbridge Island, Washington $187M AUM 19.69% 1-Year Est. Return

LFGO

Legacy Financial Group (Oklahoma) Tulsa, Oklahoma $444M AUM 14.45% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors's CSSD Position: Q3 2026 in Review

IFP Advisors reduced its Cohen & Steers Short Duration Preferred and Income Active ETF (CSSD) stake by 39% in Q3 2026, selling an estimated $18.9K and leaving 1,200 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2735.

IFP Advisors first reported a position in CSSD in Q2 2026 and has held it in 2 quarters since. The position peaked at $49.1K in Q2 2026. 9 funds tracked by Wall St. Rank hold CSSD as of Q3 2026.

IFP Advisors held 1,200 shares of Cohen & Steers Short Duration Preferred and Income Active ETF worth $29.4K as of Q3 2026.
IFP Advisors sold 753 Cohen & Steers Short Duration Preferred and Income Active ETF shares in Q3 2026, an estimated $18.9K.
Cohen & Steers Short Duration Preferred and Income Active ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2735 holding.
IFP Advisors first reported a position in Cohen & Steers Short Duration Preferred and Income Active ETF in Q2 2026 and has held it in 2 quarters since.
IFP Advisors's Cohen & Steers Short Duration Preferred and Income Active ETF position peaked at $49.1K in Q2 2026.
9 funds tracked by Wall St. Rank held Cohen & Steers Short Duration Preferred and Income Active ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.