SPC
CSPF

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
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

TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AF
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
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
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

Sigma Planning Corp's CSPF Position: Q1 2026 in Review

Sigma Planning Corp increased its Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) stake by 13% in Q1 2026, buying an estimated $81.1K and bringing the position to 27,257 shares worth $699K. The position accounts for 0.02% of the portfolio, ranked #712.

Sigma Planning Corp first reported a position in CSPF in Q4 2025 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold CSPF as of Q1 2026.

  • Sigma Planning Corp held 27,257 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $699K as of Q1 2026.
  • Sigma Planning Corp bought 3,107 Cohen & Steers Preferred and Income Opportunities Active ETF shares in Q1 2026, an estimated $81.1K.
  • Cohen & Steers Preferred and Income Opportunities Active ETF made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #712 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 2 quarters since.
  • 37 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.