SPIA
CSPF

Steward Partners Investment Advisory’s Cohen & Steers Preferred and Income Opportunities Active ETF CSPF Stock Holding History

Steward Partners Investment Advisory’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 		$3.83M Buy
149,244
+117,429
+369% +$3.06M 0.02% 610
2025
Q4 		$825K Buy
+31,815
New +$827K ﹤0.01% 1167

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

Steward Partners Investment Advisory's CSPF Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) stake by 369% in Q1 2026, buying an estimated $3.06M and bringing the position to 149,244 shares worth $3.83M. The position accounts for 0.02% of the portfolio, ranked #610.

Steward Partners Investment Advisory 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.

  • Steward Partners Investment Advisory held 149,244 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $3.83M as of Q1 2026.
  • Steward Partners Investment Advisory bought 117,429 Cohen & Steers Preferred and Income Opportunities Active ETF shares in Q1 2026, an estimated $3.06M.
  • Cohen & Steers Preferred and Income Opportunities Active ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #610 holding.
  • Steward Partners Investment Advisory 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 Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.