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 Q2	$573K	Buy	+20,207	New	+$573K	0.18%	28

Other funds holding CSRE

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

PWAM

Private Wealth Asset Management Cedar Rapids, Iowa $1.04B AUM 24.74% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

NPT

Nixon Peabody Trust Boston, Massachusetts $1.41B AUM 27.78% 1-Year Est. Return

Quantum Financial Planning Services's CSRE Position: Q2 2026 in Review

Quantum Financial Planning Services opened a new position in Cohen & Steers Real Estate Active ETF (CSRE) in Q2 2026: 20,207 shares worth $573K. The stake represents 0.18% of the portfolio and ranks #28 among its holdings.

92 funds tracked by Wall St. Rank hold CSRE as of Q2 2026.

Quantum Financial Planning Services held 20,207 shares of Cohen & Steers Real Estate Active ETF worth $573K as of Q2 2026.
Cohen & Steers Real Estate Active ETF was a new Quantum Financial Planning Services position in Q2 2026.
Cohen & Steers Real Estate Active ETF made up 0.18% of Quantum Financial Planning Services's portfolio in Q2 2026, its #28 holding.
92 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q2 2026.

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