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 Q3	$266K	Sell	10,736 -2,456	-19%	-$61.7K	﹤0.01%	1352
2026 Q2	$312K	Buy	+13,192	New	+$318K	0.01%	1220

Other funds holding CSEN

BPW

BLVD Private Wealth Prospect, Kentucky $134M AUM 22.93% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

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

Independent Financial Group's CSEN Position: Q3 2026 in Review

Independent Financial Group reduced its Cohen & Steers Future of Energy Active ETF (CSEN) stake by 19% in Q3 2026, selling an estimated $61.7K and leaving 10,736 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

Independent Financial Group first reported a position in CSEN in Q2 2026 and has held it in 2 quarters since. The position peaked at $312K in Q2 2026. 6 funds tracked by Wall St. Rank hold CSEN as of Q3 2026.

Independent Financial Group held 10,736 shares of Cohen & Steers Future of Energy Active ETF worth $266K as of Q3 2026.
Independent Financial Group sold 2,456 Cohen & Steers Future of Energy Active ETF shares in Q3 2026, an estimated $61.7K.
Cohen & Steers Future of Energy Active ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1352 holding.
Independent Financial Group first reported a position in Cohen & Steers Future of Energy Active ETF in Q2 2026 and has held it in 2 quarters since.
Independent Financial Group's Cohen & Steers Future of Energy Active ETF position peaked at $312K in Q2 2026.
6 funds tracked by Wall St. Rank held Cohen & Steers Future of Energy Active ETF as of Q3 2026.

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