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

TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BCM
Blume Capital Management Berkeley, California $684M AUM 41.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWM
ForthRight Wealth Management Alpharetta, Georgia $391M AUM 18.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Independent Financial Group's CSEN Position: Q2 2026 in Review

Independent Financial Group opened a new position in Cohen & Steers Future of Energy Active ETF (CSEN) in Q2 2026: 13,192 shares worth $312K. The stake represents 0.01% of the portfolio and ranks #1220 among its holdings.

37 funds tracked by Wall St. Rank hold CSEN as of Q2 2026.

  • Independent Financial Group held 13,192 shares of Cohen & Steers Future of Energy Active ETF worth $312K as of Q2 2026.
  • Cohen & Steers Future of Energy Active ETF was a new Independent Financial Group position in Q2 2026.
  • Cohen & Steers Future of Energy Active ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1220 holding.
  • 37 funds tracked by Wall St. Rank held Cohen & Steers Future of Energy Active ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.