Integrated Wealth Concepts’s Cohen & Steers Natural Resources Active ETF CSNR Stock Holding History

Integrated Wealth Concepts’s Portfolio CSNR Stock Details CSNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.2K	Buy	+36	New	+$1.32K	﹤0.01%	5488

Other funds holding CSNR

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

DWP

Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Integrated Wealth Concepts's CSNR Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Cohen & Steers Natural Resources Active ETF (CSNR) in Q2 2026: 36 shares worth $1.2K. The stake represents ﹤0.01% of the portfolio and ranks #5488 among its holdings.

33 funds tracked by Wall St. Rank hold CSNR as of Q2 2026.

Integrated Wealth Concepts held 36 shares of Cohen & Steers Natural Resources Active ETF worth $1.2K as of Q2 2026.
Cohen & Steers Natural Resources Active ETF was a new Integrated Wealth Concepts position in Q2 2026.
Cohen & Steers Natural Resources Active ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5488 holding.
33 funds tracked by Wall St. Rank held Cohen & Steers Natural Resources Active ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.