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 Q3	$4.92M	Buy	+195,601	New	+$5.06M	0.63%	55
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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Daymark Wealth Partners Cincinnati, Ohio $4.41B AUM 22.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Prevail Innovative Wealth Advisors's CSPF Position: Q3 2026 in Review

Prevail Innovative Wealth Advisors opened a new position in Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) in Q3 2026: 195,601 shares worth $4.92M. The stake represents 0.63% of the portfolio and ranks #55 among its holdings. This is a return to the name: Prevail Innovative Wealth Advisors previously reported a position in CSPF as recently as Q1 2026.

Prevail Innovative Wealth Advisors first reported a position in CSPF in Q1 2026 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold CSPF as of Q3 2026.

Prevail Innovative Wealth Advisors held 195,601 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $4.92M as of Q3 2026.
Cohen & Steers Preferred and Income Opportunities Active ETF was a new Prevail Innovative Wealth Advisors position in Q3 2026.
Cohen & Steers Preferred and Income Opportunities Active ETF made up 0.63% of Prevail Innovative Wealth Advisors's portfolio in Q3 2026, its #55 holding.
Prevail Innovative Wealth Advisors first reported a position in Cohen & Steers Preferred and Income Opportunities Active ETF in Q1 2026 and has held it in 2 quarters since.
50 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q3 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.