Maridea Wealth Management
CSSD icon

Maridea Wealth Management’s Cohen & Steers Short Duration Preferred and Income Active ETF CSSD Stock Holding History

Maridea Wealth Management’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
Q3 		$505K Buy
+20,600
New +$516K 0.05% 339

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CBTWT
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RFG Advisory
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Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return
Hidden Cove Wealth Management
Hidden Cove Wealth Management Bainbridge Island, Washington $187M AUM 19.69% 1-Year Est. Return
LFGO
Legacy Financial Group (Oklahoma) Tulsa, Oklahoma $444M AUM 14.45% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Maridea Wealth Management's CSSD Position: Q3 2026 in Review

Maridea Wealth Management opened a new position in Cohen & Steers Short Duration Preferred and Income Active ETF (CSSD) in Q3 2026: 20,600 shares worth $505K. The stake represents 0.05% of the portfolio and ranks #339 among its holdings.

14 funds tracked by Wall St. Rank hold CSSD as of Q3 2026.

  • Maridea Wealth Management held 20,600 shares of Cohen & Steers Short Duration Preferred and Income Active ETF worth $505K as of Q3 2026.
  • Cohen & Steers Short Duration Preferred and Income Active ETF was a new Maridea Wealth Management position in Q3 2026.
  • Cohen & Steers Short Duration Preferred and Income Active ETF made up 0.05% of Maridea Wealth Management's portfolio in Q3 2026, its #339 holding.
  • 14 funds tracked by Wall St. Rank held Cohen & Steers Short Duration Preferred and Income Active ETF as of Q3 2026.

Based on Maridea Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.