LFGO
CSSD

Legacy Financial Group (Oklahoma)’s Cohen & Steers Short Duration Preferred and Income Active ETF CSSD Stock Holding History

Legacy Financial Group (Oklahoma)’s Portfolio CSSD Stock Details CSSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$276K Buy
+10,985
New +$277K 0.06% 77

Other funds holding CSSD

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
OC
Oarsman Capital Milwaukee, Wisconsin $945M AUM 24.13% 1-Year Est. Return
CBTWT
Community Bank & Trust (Waco, Texas) Waco, Texas $555M AUM 48.76% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Legacy Financial Group (Oklahoma) opened a new position in Cohen & Steers Short Duration Preferred and Income Active ETF (CSSD) in Q2 2026: 10,985 shares worth $276K. The stake represents 0.06% of the portfolio and ranks #77 among its holdings.

13 funds tracked by Wall St. Rank hold CSSD as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 10,985 shares of Cohen & Steers Short Duration Preferred and Income Active ETF worth $276K as of Q2 2026.
  • Cohen & Steers Short Duration Preferred and Income Active ETF was a new Legacy Financial Group (Oklahoma) position in Q2 2026.
  • Cohen & Steers Short Duration Preferred and Income Active ETF made up 0.06% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #77 holding.
  • 13 funds tracked by Wall St. Rank held Cohen & Steers Short Duration Preferred and Income Active ETF as of Q2 2026.

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