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

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

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 22.9% 1-Year Est. Return

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

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. 47 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.
47 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.