QFPS
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Quantum Financial Planning Services’s Cohen & Steers Real Estate Active ETF CSRE Stock Holding History

Quantum Financial Planning Services’s Portfolio CSRE Stock Details CSRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.21M Buy
82,832
+62,625
+310% +$1.79M 0.6% 13
2026
Q2 		$573K Buy
+20,207
New +$573K 0.18% 28

Other funds holding CSRE

ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
FFP
Freedom Financial Partners Oakdale, Minnesota $305M AUM 12.88% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
PIAS
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return
Bourgeon Capital Management
Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

Quantum Financial Planning Services's CSRE Position: Q3 2026 in Review

Quantum Financial Planning Services increased its Cohen & Steers Real Estate Active ETF (CSRE) stake by 310% in Q3 2026, buying an estimated $1.79M and bringing the position to 82,832 shares worth $2.21M. The position accounts for 0.6% of the portfolio, ranked #13.

Quantum Financial Planning Services first reported a position in CSRE in Q2 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold CSRE as of Q3 2026.

  • Quantum Financial Planning Services held 82,832 shares of Cohen & Steers Real Estate Active ETF worth $2.21M as of Q3 2026.
  • Quantum Financial Planning Services bought 62,625 Cohen & Steers Real Estate Active ETF shares in Q3 2026, an estimated $1.79M.
  • Cohen & Steers Real Estate Active ETF made up 0.6% of Quantum Financial Planning Services's portfolio in Q3 2026, its #13 holding.
  • Quantum Financial Planning Services first reported a position in Cohen & Steers Real Estate Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q3 2026.

Based on Quantum Financial Planning Services's 13F filing for Q3 2026, filed 14 Oct 2026.