Sigma Planning Corp’s Cohen & Steers Preferred and Income Opportunities Active ETF CSPF Stock Holding History

Sigma Planning Corp’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	$711K	Buy	27,280 +23	+0.1%	+$599	0.02%	744
2026 Q1	$699K	Buy	27,257 +3,107	+13%	+$81.1K	0.02%	712
2025 Q4	$626K	Buy	+24,150	New	+$628K	0.02%	718

Other funds holding CSPF

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

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 22.9% 1-Year Est. Return

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

Sigma Planning Corp's CSPF Position: Q2 2026 in Review

Sigma Planning Corp increased its Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) stake by 0.08% in Q2 2026, buying an estimated $599 and bringing the position to 27,280 shares worth $711K. The position accounts for 0.02% of the portfolio, ranked #744.

Sigma Planning Corp first reported a position in CSPF in Q4 2025 and has held it in 3 quarters since. 47 funds tracked by Wall St. Rank hold CSPF as of Q2 2026.

Sigma Planning Corp held 27,280 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $711K as of Q2 2026.
Sigma Planning Corp bought 23 Cohen & Steers Preferred and Income Opportunities Active ETF shares in Q2 2026, an estimated $599.
Cohen & Steers Preferred and Income Opportunities Active ETF made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #744 holding.
Sigma Planning Corp first reported a position in Cohen & Steers Preferred and Income Opportunities Active ETF in Q4 2025 and has held it in 3 quarters since.
47 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.