Tanglewood Wealth Management
CSEN icon

Tanglewood Wealth Management’s Cohen & Steers Future of Energy Active ETF CSEN Stock Holding History

Tanglewood Wealth Management’s Portfolio CSEN Stock Details CSEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-1,334,706
Closed -$31.6M – 51
2026
Q2 		$31.6M Buy
+1,334,706
New +$32.1M 2.69% 12

Other funds holding CSEN

Blume Capital Management
Blume Capital Management Berkeley, California $678M AUM 32.73% 1-Year Est. Return
BLVD Private Wealth
BLVD Private Wealth Prospect, Kentucky $134M AUM 22.93% 1-Year Est. Return
Clear Trail Advisors
Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Indivisible Partners
Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Tanglewood Wealth Management's CSEN Position: Q3 2026 in Review

Tanglewood Wealth Management sold out of Cohen & Steers Future of Energy Active ETF (CSEN) in Q3 2026, closing a stake of 1,334,706 shares — an estimated $31.6M sold.

Tanglewood Wealth Management first reported a position in CSEN in Q2 2026 and held it in 1 quarter. The position peaked at $31.6M in Q2 2026. 13 funds tracked by Wall St. Rank hold CSEN as of Q3 2026.

  • Tanglewood Wealth Management reported no remaining Cohen & Steers Future of Energy Active ETF position as of Q3 2026 after selling out during the quarter.
  • Tanglewood Wealth Management sold 1,334,706 Cohen & Steers Future of Energy Active ETF shares in Q3 2026, an estimated $31.6M.
  • Tanglewood Wealth Management first reported a position in Cohen & Steers Future of Energy Active ETF in Q2 2026 and held it in 1 quarter.
  • Tanglewood Wealth Management's Cohen & Steers Future of Energy Active ETF position peaked at $31.6M in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Cohen & Steers Future of Energy Active ETF as of Q3 2026.

Based on Tanglewood Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.