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 Q3	$1.13M	Sell	44,972 -153	-0.3%	-$3.96K	0.38%	69
2026 Q2	$1.18M	Sell	45,125 -9,006	-17%	-$235K	0.41%	71
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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

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

LexAurum Advisors Overland Park, Kansas $893M AUM

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

Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

McCarter Private Wealth Services's CSPF Position: Q3 2026 in Review

McCarter Private Wealth Services reduced its Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) stake by 0.34% in Q3 2026, selling an estimated $3.96K and leaving 44,972 shares worth $1.13M. The position accounts for 0.38% of the portfolio, ranked #69.

McCarter Private Wealth Services first reported a position in CSPF in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.39M in Q1 2026. 19 funds tracked by Wall St. Rank hold CSPF as of Q3 2026.

McCarter Private Wealth Services held 44,972 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $1.13M as of Q3 2026.
McCarter Private Wealth Services sold 153 Cohen & Steers Preferred and Income Opportunities Active ETF shares in Q3 2026, an estimated $3.96K.
Cohen & Steers Preferred and Income Opportunities Active ETF made up 0.38% of McCarter Private Wealth Services's portfolio in Q3 2026, its #69 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 6 quarters since.
McCarter Private Wealth Services's Cohen & Steers Preferred and Income Opportunities Active ETF position peaked at $1.39M in Q1 2026.
19 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.