KFI
CSPF

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

TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
AI
Auour Investments Woburn, Massachusetts $349M AUM 13.68% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 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. 13 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.
  • 13 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.