Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
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Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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IFG
CSEN
Independent Financial Group’s
Cohen & Steers Future of Energy Active ETF
CSEN
Stock Holding History
Independent Financial Group’s Portfolio
CSEN Stock Details
CSEN Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q2
$312K
Buy
+13,192
New
+$318K
0.01%
1220
Other funds holding CSEN
FTS
Fifth Third Securities
Cincinnati, Ohio
$1.75B AUM
21.97%
1-Year Est. Return
PFA
Pettinga Financial Advisors
Evansville, Indiana
$624M AUM
24.87%
1-Year Est. Return
GHAM
Gilman Hill Asset Management
New Canaan, Connecticut
$731M AUM
19.41%
1-Year Est. Return
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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