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 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

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 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 $360M AUM 14.81% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OHIS

Oak Harvest Investment Services Houston, Texas $958M AUM 34.66% 1-Year Est. Return

DWP

Daymark Wealth Partners Cincinnati, Ohio $3.18B AUM 23.46% 1-Year Est. Return

Sanctuary Advisors's CSPF Position: Q1 2026 in Review

Sanctuary Advisors increased its Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) stake by 13% in Q1 2026, buying an estimated $269K and bringing the position to 88,850 shares worth $2.28M. The position accounts for 0.01% of the portfolio, ranked #895.

Sanctuary Advisors first reported a position in CSPF in Q2 2025 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold CSPF as of Q1 2026.

Sanctuary Advisors held 88,850 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $2.28M as of Q1 2026.
Sanctuary Advisors bought 10,316 Cohen & Steers Preferred and Income Opportunities Active ETF shares in Q1 2026, an estimated $269K.
Cohen & Steers Preferred and Income Opportunities Active ETF made up 0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #895 holding.
Sanctuary Advisors first reported a position in Cohen & Steers Preferred and Income Opportunities Active ETF in Q2 2025 and has held it in 4 quarters since.
37 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.