MFG
CSEN

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

MTM 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 		$445K Buy
+19,301
New +$465K 0.19% 59

Other funds holding CSEN

TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
BCM
Blume Capital Management Berkeley, California $684M AUM 41.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

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

MTM Financial Group opened a new position in Cohen & Steers Future of Energy Active ETF (CSEN) in Q2 2026: 19,301 shares worth $445K. The stake represents 0.19% of the portfolio and ranks #59 among its holdings.

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

  • MTM Financial Group held 19,301 shares of Cohen & Steers Future of Energy Active ETF worth $445K as of Q2 2026.
  • Cohen & Steers Future of Energy Active ETF was a new MTM Financial Group position in Q2 2026.
  • Cohen & Steers Future of Energy Active ETF made up 0.19% of MTM Financial Group's portfolio in Q2 2026, its #59 holding.
  • 12 funds tracked by Wall St. Rank held Cohen & Steers Future of Energy Active ETF as of Q2 2026.

Based on MTM Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.