Prevail Innovative Wealth Advisors’s Cohen & Steers Preferred and Income Opportunities Active ETF CSPF Stock Holding History

Prevail Innovative Wealth Advisors’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	–	Sell	-58,077	Closed	-$1.49M	–	244
2026 Q1	$1.49M	Buy	+58,077	New	+$1.52M	0.25%	113

Other funds holding CSPF

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

OHIS

Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

SWM

SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Prevail Innovative Wealth Advisors's CSPF Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors sold out of Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) in Q2 2026, closing a stake of 58,077 shares — an estimated $1.49M sold.

Prevail Innovative Wealth Advisors first reported a position in CSPF in Q1 2026 and held it in 1 quarter. The position peaked at $1.49M in Q1 2026. 47 funds tracked by Wall St. Rank hold CSPF as of Q2 2026.

Prevail Innovative Wealth Advisors reported no remaining Cohen & Steers Preferred and Income Opportunities Active ETF position as of Q2 2026 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 58,077 Cohen & Steers Preferred and Income Opportunities Active ETF shares in Q2 2026, an estimated $1.49M.
Prevail Innovative Wealth Advisors first reported a position in Cohen & Steers Preferred and Income Opportunities Active ETF in Q1 2026 and held it in 1 quarter.
Prevail Innovative Wealth Advisors's Cohen & Steers Preferred and Income Opportunities Active ETF position peaked at $1.49M in Q1 2026.
47 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.