Stifel Financial
CSPF

Stifel Financial’s Cohen & Steers Preferred and Income Opportunities Active ETF CSPF Stock Holding History

Stifel Financial’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 		$224K Buy
+8,589
New +$224K ﹤0.01% 3451

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
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Stifel Financial's CSPF Position: Q2 2026 in Review

Stifel Financial opened a new position in Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) in Q2 2026: 8,589 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #3451 among its holdings.

47 funds tracked by Wall St. Rank hold CSPF as of Q2 2026.

  • Stifel Financial held 8,589 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $224K as of Q2 2026.
  • Cohen & Steers Preferred and Income Opportunities Active ETF was a new Stifel Financial position in Q2 2026.
  • Cohen & Steers Preferred and Income Opportunities Active ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3451 holding.
  • 47 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.