LPL Financial’s Cohen & Steers Future of Energy Active ETF CSEN Stock Holding History

LPL Financial’s Portfolio CSEN Stock Details CSEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.95M	Buy	+209,484	New	+$5.04M	﹤0.01%	2809

Other funds holding CSEN

TWM

Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BCM

Blume Capital Management Berkeley, California $684M AUM 41.68% 1-Year Est. Return

FWM

ForthRight Wealth Management Alpharetta, Georgia $391M AUM 18.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

LPL Financial's CSEN Position: Q2 2026 in Review

LPL Financial opened a new position in Cohen & Steers Future of Energy Active ETF (CSEN) in Q2 2026: 209,484 shares worth $4.95M. The stake represents ﹤0.01% of the portfolio and ranks #2809 among its holdings.

34 funds tracked by Wall St. Rank hold CSEN as of Q2 2026.

LPL Financial held 209,484 shares of Cohen & Steers Future of Energy Active ETF worth $4.95M as of Q2 2026.
Cohen & Steers Future of Energy Active ETF was a new LPL Financial position in Q2 2026.
Cohen & Steers Future of Energy Active ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2809 holding.
34 funds tracked by Wall St. Rank held Cohen & Steers Future of Energy Active ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.