Mutual Advisors’s Cohen & Steers Future of Energy Active ETF CSEN Stock Holding History

Mutual Advisors’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	$1.28M	Buy	+54,124	New	+$1.3M	0.02%	559

Other funds holding CSEN

TWM

Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BCM

Blume Capital Management Berkeley, California $684M AUM 41.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FWM

ForthRight Wealth Management Alpharetta, Georgia $391M AUM 18.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Mutual Advisors's CSEN Position: Q2 2026 in Review

Mutual Advisors opened a new position in Cohen & Steers Future of Energy Active ETF (CSEN) in Q2 2026: 54,124 shares worth $1.28M. The stake represents 0.02% of the portfolio and ranks #559 among its holdings.

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

Mutual Advisors held 54,124 shares of Cohen & Steers Future of Energy Active ETF worth $1.28M as of Q2 2026.
Cohen & Steers Future of Energy Active ETF was a new Mutual Advisors position in Q2 2026.
Cohen & Steers Future of Energy Active ETF made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #559 holding.
37 funds tracked by Wall St. Rank held Cohen & Steers Future of Energy Active ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.