Sanctuary Advisors’s Cohen & Steers Preferred and Income Opportunities Active ETF CSPF Stock Holding History

Sanctuary Advisors’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	$2.41M	Buy	92,495 +3,645	+4%	+$95K	0.01%	955
2026 Q1	$2.28M	Buy	88,850 +10,316	+13%	+$269K	0.01%	895
2025 Q4	$2.04M	Buy	78,534 +6,551	+9%	+$170K	0.01%	926
2025 Q3	$1.87M	Buy	71,983 +1,879	+3%	+$48.4K	0.01%	942
2025 Q2	$1.79M	Buy	+70,104	New	+$1.75M	0.01%	900

Other funds holding CSPF

CIA

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

OHIS

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 22.96% 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sanctuary Advisors's CSPF Position: Q2 2026 in Review

Sanctuary Advisors increased its Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) stake by 4.1% in Q2 2026, buying an estimated $95K and bringing the position to 92,495 shares worth $2.41M. The position accounts for 0.01% of the portfolio, ranked #955.

Sanctuary Advisors first reported a position in CSPF in Q2 2025 and has held it in 5 quarters since. 47 funds tracked by Wall St. Rank hold CSPF as of Q2 2026.

Sanctuary Advisors held 92,495 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $2.41M as of Q2 2026.
Sanctuary Advisors bought 3,645 Cohen & Steers Preferred and Income Opportunities Active ETF shares in Q2 2026, an estimated $95K.
Cohen & Steers Preferred and Income Opportunities Active ETF made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #955 holding.
Sanctuary Advisors first reported a position in Cohen & Steers Preferred and Income Opportunities Active ETF in Q2 2025 and has held it in 5 quarters since.
47 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.