MFG
CSEN

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

Merit Financial Group’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 		$543K Buy
+22,977
New +$553K ﹤0.01% 1454

Other funds holding CSEN

FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Merit Financial Group's CSEN Position: Q2 2026 in Review

Merit Financial Group opened a new position in Cohen & Steers Future of Energy Active ETF (CSEN) in Q2 2026: 22,977 shares worth $543K. The stake represents ﹤0.01% of the portfolio and ranks #1454 among its holdings.

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

  • Merit Financial Group held 22,977 shares of Cohen & Steers Future of Energy Active ETF worth $543K as of Q2 2026.
  • Cohen & Steers Future of Energy Active ETF was a new Merit Financial Group position in Q2 2026.
  • Cohen & Steers Future of Energy Active ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1454 holding.
  • 6 funds tracked by Wall St. Rank held Cohen & Steers Future of Energy Active ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.