Kestra Advisory Services’s Cohen & Steers Preferred and Income Opportunities Active ETF CSPF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.31M Buy
50,916
+17,158
+51% +$448K ﹤0.01% 1552
2025
Q4
$875K Buy
33,758
+4,633
+16% +$120K ﹤0.01% 1752
2025
Q3
$757K Sell
29,125
-11,202
-28% -$289K ﹤0.01% 1777
2025
Q2
$1.03M Buy
+40,327
New +$1.01M 0.01% 1465

Other funds holding CSPF

Kestra Advisory Services's CSPF Position: Q1 2026 in Review

Kestra Advisory Services increased its Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) stake by 51% in Q1 2026, buying an estimated $448K and bringing the position to 50,916 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

Kestra Advisory Services first reported a position in CSPF in Q2 2025 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold CSPF as of Q1 2026.

  • Kestra Advisory Services held 50,916 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $1.31M as of Q1 2026.
  • Kestra Advisory Services bought 17,158 Cohen & Steers Preferred and Income Opportunities Active ETF shares in Q1 2026, an estimated $448K.
  • Cohen & Steers Preferred and Income Opportunities Active ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1552 holding.
  • Kestra Advisory Services first reported a position in Cohen & Steers Preferred and Income Opportunities Active ETF in Q2 2025 and has held it in 4 quarters since.
  • 37 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.