Janney Montgomery Scott
CSPF

Janney Montgomery Scott’s Cohen & Steers Preferred and Income Opportunities Active ETF CSPF Stock Holding History

Janney Montgomery Scott’s Portfolio CSPF Stock Details CSPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.27M Buy
87,191
+36,320
+71% +$946K ﹤0.01% 1410
2026
Q1 		$1.3M Buy
50,871
+24,331
+92% +$635K ﹤0.01% 1504
2025
Q4 		$688K Buy
+26,540
New +$690K ﹤0.01% 1987

Other funds holding CSPF

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
OHIS
Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Janney Montgomery Scott's CSPF Position: Q2 2026 in Review

Janney Montgomery Scott increased its Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) stake by 71% in Q2 2026, buying an estimated $946K and bringing the position to 87,191 shares worth $2.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Janney Montgomery Scott first reported a position in CSPF in Q4 2025 and has held it in 3 quarters since. 47 funds tracked by Wall St. Rank hold CSPF as of Q2 2026.

  • Janney Montgomery Scott held 87,191 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $2.27M as of Q2 2026.
  • Janney Montgomery Scott bought 36,320 Cohen & Steers Preferred and Income Opportunities Active ETF shares in Q2 2026, an estimated $946K.
  • Cohen & Steers Preferred and Income Opportunities Active ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1410 holding.
  • Janney Montgomery Scott first reported a position in Cohen & Steers Preferred and Income Opportunities Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 47 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.