PFS
CSPF

Prospera Financial Services’s Cohen & Steers Preferred and Income Opportunities Active ETF CSPF Stock Holding History

Prospera Financial 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 		$561K Buy
21,511
+4,066
+23% +$106K 0.01% 989
2026
Q1 		$447K Buy
+17,445
New +$455K 0.01% 1039

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
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Prospera Financial Services's CSPF Position: Q2 2026 in Review

Prospera Financial Services increased its Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) stake by 23% in Q2 2026, buying an estimated $106K and bringing the position to 21,511 shares worth $561K. The position accounts for 0.01% of the portfolio, ranked #989.

Prospera Financial Services first reported a position in CSPF in Q1 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold CSPF as of Q2 2026.

  • Prospera Financial Services held 21,511 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $561K as of Q2 2026.
  • Prospera Financial Services bought 4,066 Cohen & Steers Preferred and Income Opportunities Active ETF shares in Q2 2026, an estimated $106K.
  • Cohen & Steers Preferred and Income Opportunities Active ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #989 holding.
  • Prospera Financial 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.
  • 13 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.