OHIS
CSPF

Oak Harvest Investment Services’s Cohen & Steers Preferred and Income Opportunities Active ETF CSPF Stock Holding History

Oak Harvest Investment 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
Q2 		$14.4M Buy
554,047
+301,128
+119% +$7.85M 1.35% 18
2026
Q1 		$6.48M Buy
+252,919
New +$6.6M 0.68% 55

Other funds holding CSPF

TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
AI
Auour Investments Woburn, Massachusetts $349M AUM 13.68% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Oak Harvest Investment Services's CSPF Position: Q2 2026 in Review

Oak Harvest Investment Services increased its Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) stake by 119% in Q2 2026, buying an estimated $7.85M and bringing the position to 554,047 shares worth $14.4M. The position accounts for 1.35% of the portfolio, ranked #18.

Oak Harvest Investment Services first reported a position in CSPF in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold CSPF as of Q2 2026.

  • Oak Harvest Investment Services held 554,047 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $14.4M as of Q2 2026.
  • Oak Harvest Investment Services bought 301,128 Cohen & Steers Preferred and Income Opportunities Active ETF shares in Q2 2026, an estimated $7.85M.
  • Cohen & Steers Preferred and Income Opportunities Active ETF made up 1.35% of Oak Harvest Investment Services's portfolio in Q2 2026, its #18 holding.
  • Oak Harvest Investment Services first reported a position in Cohen & Steers Preferred and Income Opportunities Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.