SWM
CSPF

SK Wealth Management’s Cohen & Steers Preferred and Income Opportunities Active ETF CSPF Stock Holding History

SK Wealth Management’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 		$9.18M Buy
352,860
+391
+0.1% +$10.2K 2.07% 12
2026
Q1 		$9.07M Buy
352,469
+262,472
+292% +$6.85M 2.52% 9
2025
Q4 		$2.36M Buy
89,997
+23,795
+36% +$619K 0.66% 22
2025
Q3 		$1.72M Buy
66,202
+4,127
+7% +$106K 0.64% 28
2025
Q2 		$1.59M Buy
+62,075
New +$1.55M 0.69% 27

Other funds holding CSPF

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
OHIS
Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

SK Wealth Management's CSPF Position: Q2 2026 in Review

SK Wealth Management increased its Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) stake by 0.11% in Q2 2026, buying an estimated $10.2K and bringing the position to 352,860 shares worth $9.18M. The position accounts for 2.07% of the portfolio, ranked #12.

SK Wealth Management first reported a position in CSPF in Q2 2025 and has held it in 5 quarters since. 47 funds tracked by Wall St. Rank hold CSPF as of Q2 2026.

  • SK Wealth Management held 352,860 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $9.18M as of Q2 2026.
  • SK Wealth Management bought 391 Cohen & Steers Preferred and Income Opportunities Active ETF shares in Q2 2026, an estimated $10.2K.
  • Cohen & Steers Preferred and Income Opportunities Active ETF made up 2.07% of SK Wealth Management's portfolio in Q2 2026, its #12 holding.
  • SK Wealth Management first reported a position in Cohen & Steers Preferred and Income Opportunities Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 47 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q2 2026.

Based on SK Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.