LexAurum Advisors’s Cohen & Steers Preferred and Income Opportunities Active ETF CSPF Stock Holding History

LexAurum Advisors’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 Q3	$2.93M	Buy	+116,310	New	+$3.01M	0.33%	64

Other funds holding CSPF

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

FFG

Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Flagship Capital Management Media, Pennsylvania $164M AUM 28.04% 1-Year Est. Return

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

LexAurum Advisors's CSPF Position: Q3 2026 in Review

LexAurum Advisors opened a new position in Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) in Q3 2026: 116,310 shares worth $2.93M. The stake represents 0.33% of the portfolio and ranks #64 among its holdings.

13 funds tracked by Wall St. Rank hold CSPF as of Q3 2026.

LexAurum Advisors held 116,310 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $2.93M as of Q3 2026.
Cohen & Steers Preferred and Income Opportunities Active ETF was a new LexAurum Advisors position in Q3 2026.
Cohen & Steers Preferred and Income Opportunities Active ETF made up 0.33% of LexAurum Advisors's portfolio in Q3 2026, its #64 holding.
13 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q3 2026.

Based on LexAurum Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.