Rockefeller Capital Management
CSPF

Rockefeller Capital Management’s Cohen & Steers Preferred and Income Opportunities Active ETF CSPF Stock Holding History

Rockefeller Capital Management’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 		$14.3M Buy
549,543
+217,954
+66% +$5.68M 0.02% 597
2026
Q1 		$8.5M Buy
+331,589
New +$8.65M 0.02% 735

Other funds holding CSPF

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
OHIS
Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ETC
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Rockefeller Capital Management's CSPF Position: Q2 2026 in Review

Rockefeller Capital Management increased its Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) stake by 66% in Q2 2026, buying an estimated $5.68M and bringing the position to 549,543 shares worth $14.3M. The position accounts for 0.02% of the portfolio, ranked #597.

Rockefeller Capital Management 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.

  • Rockefeller Capital Management held 549,543 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $14.3M as of Q2 2026.
  • Rockefeller Capital Management bought 217,954 Cohen & Steers Preferred and Income Opportunities Active ETF shares in Q2 2026, an estimated $5.68M.
  • Cohen & Steers Preferred and Income Opportunities Active ETF made up 0.02% of Rockefeller Capital Management's portfolio in Q2 2026, its #597 holding.
  • Rockefeller Capital Management 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 Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.