Key Financial Inc’s Cohen & Steers Preferred and Income Opportunities Active ETF CSPF Stock Holding History

Key Financial Inc’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	$723K	Buy	27,717 +9,345	+51%	+$244K	0.12%	147
2026 Q1	$471K	Buy	18,372 +17,814	+3,192%	+$465K	0.08%	186
2025 Q4	$14.5K	Buy	+558	New	+$14.5K	﹤0.01%	794

Other funds holding CSPF

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

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

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 $487M AUM 43.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Key Financial Inc's CSPF Position: Q2 2026 in Review

Key Financial Inc increased its Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) stake by 51% in Q2 2026, buying an estimated $244K and bringing the position to 27,717 shares worth $723K. The position accounts for 0.12% of the portfolio, ranked #147.

Key Financial Inc 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.

Key Financial Inc held 27,717 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $723K as of Q2 2026.
Key Financial Inc bought 9,345 Cohen & Steers Preferred and Income Opportunities Active ETF shares in Q2 2026, an estimated $244K.
Cohen & Steers Preferred and Income Opportunities Active ETF made up 0.12% of Key Financial Inc's portfolio in Q2 2026, its #147 holding.
Key Financial Inc 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 Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.