PIWA
CSPF

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
Q1 		$1.49M Buy
+58,077
New +$1.52M 0.25% 113

Other funds holding CSPF

TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $399M AUM 47.19% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OHIS
Oak Harvest Investment Services Houston, Texas $958M AUM 34.66% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $3.18B AUM 23.46% 1-Year Est. Return

Prevail Innovative Wealth Advisors's CSPF Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors opened a new position in Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) in Q1 2026: 58,077 shares worth $1.49M. The stake represents 0.25% of the portfolio and ranks #113 among its holdings.

37 funds tracked by Wall St. Rank hold CSPF as of Q1 2026.

  • Prevail Innovative Wealth Advisors held 58,077 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $1.49M as of Q1 2026.
  • Cohen & Steers Preferred and Income Opportunities Active ETF was a new Prevail Innovative Wealth Advisors position in Q1 2026.
  • Cohen & Steers Preferred and Income Opportunities Active ETF made up 0.25% of Prevail Innovative Wealth Advisors's portfolio in Q1 2026, its #113 holding.
  • 37 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.