Jones Financial Companies’s Cohen & Steers Real Estate Active ETF CSRE Stock Holding History

Jones Financial Companies’s Portfolio CSRE Stock Details CSRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.83K	Buy	+148	New	+$3.97K	﹤0.01%	3944

Other funds holding CSRE

AFG

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PWAM

Private Wealth Asset Management Cedar Rapids, Iowa $935M AUM 17.66% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

NPT

Nixon Peabody Trust Boston, Massachusetts $1.41B AUM 27.78% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jones Financial Companies's CSRE Position: Q1 2026 in Review

Jones Financial Companies opened a new position in Cohen & Steers Real Estate Active ETF (CSRE) in Q1 2026: 148 shares worth $3.83K. The stake represents ﹤0.01% of the portfolio and ranks #3944 among its holdings.

70 funds tracked by Wall St. Rank hold CSRE as of Q1 2026.

Jones Financial Companies held 148 shares of Cohen & Steers Real Estate Active ETF worth $3.83K as of Q1 2026.
Cohen & Steers Real Estate Active ETF was a new Jones Financial Companies position in Q1 2026.
Cohen & Steers Real Estate Active ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3944 holding.
70 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.