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CSPF

Legacy Financial Group (Oklahoma)’s Cohen & Steers Preferred and Income Opportunities Active ETF CSPF Stock Holding History

Legacy Financial Group (Oklahoma)’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 		$250K Buy
+9,579
New +$250K 0.06% 86

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

Legacy Financial Group (Oklahoma)'s CSPF Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) opened a new position in Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) in Q2 2026: 9,579 shares worth $250K. The stake represents 0.06% of the portfolio and ranks #86 among its holdings.

47 funds tracked by Wall St. Rank hold CSPF as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 9,579 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $250K as of Q2 2026.
  • Cohen & Steers Preferred and Income Opportunities Active ETF was a new Legacy Financial Group (Oklahoma) position in Q2 2026.
  • Cohen & Steers Preferred and Income Opportunities Active ETF made up 0.06% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #86 holding.
  • 47 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.