QFPS
CSRE

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

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
WMA
William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 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.

11 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.
  • 11 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.