SCP
CSPF

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

Shorepoint Capital Partners’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
2025
Q3 		$7.66M Buy
+294,568
New +$7.6M 1.52% 18
2025
Q1 		$4.96M Buy
+197,193
New +$4.96M 1.12% 31

Other funds holding CSPF

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $3.18B AUM 23.46% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AIA
Armor Investment Advisors Raleigh, North Carolina $278M AUM 14.95% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Shorepoint Capital Partners's CSPF Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) in Q3 2025: 294,568 shares worth $7.66M. The stake represents 1.52% of the portfolio and ranks #18 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in CSPF as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in CSPF in Q1 2025 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold CSPF as of Q3 2025.

  • Shorepoint Capital Partners held 294,568 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $7.66M as of Q3 2025.
  • Cohen & Steers Preferred and Income Opportunities Active ETF was a new Shorepoint Capital Partners position in Q3 2025.
  • Cohen & Steers Preferred and Income Opportunities Active ETF made up 1.52% of Shorepoint Capital Partners's portfolio in Q3 2025, its #18 holding.
  • Shorepoint Capital Partners first reported a position in Cohen & Steers Preferred and Income Opportunities Active ETF in Q1 2025 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.