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
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

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
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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

SK Wealth Management's CSPF Position: Q1 2026 in Review

SK Wealth Management increased its Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) stake by 292% in Q1 2026, buying an estimated $6.85M and bringing the position to 352,469 shares worth $9.07M. The position accounts for 2.52% of the portfolio, ranked #9.

SK Wealth Management first reported a position in CSPF in Q2 2025 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold CSPF as of Q1 2026.

  • SK Wealth Management held 352,469 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $9.07M as of Q1 2026.
  • SK Wealth Management bought 262,472 Cohen & Steers Preferred and Income Opportunities Active ETF shares in Q1 2026, an estimated $6.85M.
  • Cohen & Steers Preferred and Income Opportunities Active ETF made up 2.52% of SK Wealth Management's portfolio in Q1 2026, its #9 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 4 quarters since.
  • 37 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q1 2026.

Based on SK Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.