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

Pettinga Financial 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 Q3	$269K	Sell	10,859 -496	-4%	-$12.5K	0.04%	130
2026 Q2	$269K	Buy	+11,355	New	+$273K	0.04%	129

Other funds holding CSEN

BPW

BLVD Private Wealth Prospect, Kentucky $134M AUM 22.93% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Pettinga Financial Advisors's CSEN Position: Q3 2026 in Review

Pettinga Financial Advisors reduced its Cohen & Steers Future of Energy Active ETF (CSEN) stake by 4.4% in Q3 2026, selling an estimated $12.5K and leaving 10,859 shares worth $269K. The position accounts for 0.04% of the portfolio, ranked #130.

Pettinga Financial Advisors first reported a position in CSEN in Q2 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold CSEN as of Q3 2026.

Pettinga Financial Advisors held 10,859 shares of Cohen & Steers Future of Energy Active ETF worth $269K as of Q3 2026.
Pettinga Financial Advisors sold 496 Cohen & Steers Future of Energy Active ETF shares in Q3 2026, an estimated $12.5K.
Cohen & Steers Future of Energy Active ETF made up 0.04% of Pettinga Financial Advisors's portfolio in Q3 2026, its #130 holding.
Pettinga Financial Advisors first reported a position in Cohen & Steers Future of Energy Active ETF in Q2 2026 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held Cohen & Steers Future of Energy Active ETF as of Q3 2026.

Based on Pettinga Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.