SAI
CSEN

Savvy Advisors Inc’s Cohen & Steers Future of Energy Active ETF CSEN Stock Holding History

Savvy Advisors Inc’s Portfolio CSEN Stock Details CSEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$428K Buy
+18,081
New +$435K 0.01% 842

Other funds holding CSEN

TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
BCM
Blume Capital Management Berkeley, California $684M AUM 41.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Savvy Advisors Inc's CSEN Position: Q2 2026 in Review

Savvy Advisors Inc opened a new position in Cohen & Steers Future of Energy Active ETF (CSEN) in Q2 2026: 18,081 shares worth $428K. The stake represents 0.01% of the portfolio and ranks #842 among its holdings.

16 funds tracked by Wall St. Rank hold CSEN as of Q2 2026.

  • Savvy Advisors Inc held 18,081 shares of Cohen & Steers Future of Energy Active ETF worth $428K as of Q2 2026.
  • Cohen & Steers Future of Energy Active ETF was a new Savvy Advisors Inc position in Q2 2026.
  • Cohen & Steers Future of Energy Active ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #842 holding.
  • 16 funds tracked by Wall St. Rank held Cohen & Steers Future of Energy Active ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.