McCarter Private Wealth Services’s Cohen & Steers Preferred and Income Opportunities Active ETF CSPF Stock Holding History

McCarter Private Wealth Services’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 Q1	$1.39M	Buy	54,131 +10,947	+25%	+$286K	0.6%	51
2025 Q4	$1.12M	Buy	43,184 +20,607	+91%	+$536K	0.5%	50
2025 Q3	$587K	Buy	22,577 +991	+5%	+$25.6K	0.3%	68
2025 Q2	$550K	Buy	+21,586	New	+$540K	0.31%	64

Other funds holding CSPF

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 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 $360M AUM 14.81% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OHIS

Oak Harvest Investment Services Houston, Texas $958M AUM 34.66% 1-Year Est. Return

DWP

Daymark Wealth Partners Cincinnati, Ohio $3.18B AUM 23.46% 1-Year Est. Return

McCarter Private Wealth Services's CSPF Position: Q1 2026 in Review

McCarter Private Wealth Services increased its Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) stake by 25% in Q1 2026, buying an estimated $286K and bringing the position to 54,131 shares worth $1.39M. The position accounts for 0.6% of the portfolio, ranked #51.

McCarter Private Wealth Services first reported a position in CSPF in Q2 2025 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold CSPF as of Q1 2026.

McCarter Private Wealth Services held 54,131 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $1.39M as of Q1 2026.
McCarter Private Wealth Services bought 10,947 Cohen & Steers Preferred and Income Opportunities Active ETF shares in Q1 2026, an estimated $286K.
Cohen & Steers Preferred and Income Opportunities Active ETF made up 0.6% of McCarter Private Wealth Services's portfolio in Q1 2026, its #51 holding.
McCarter Private Wealth Services first reported a position in Cohen & Steers Preferred and Income Opportunities Active ETF in Q2 2025 and has held it in 4 quarters since.
37 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.