TWM
CSEN

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
Q2 		$31.6M Buy
+1,334,706
New +$32.1M 2.69% 12

Other funds holding CSEN

BCM
Blume Capital Management Berkeley, California $684M AUM 41.68% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Tanglewood Wealth Management's CSEN Position: Q2 2026 in Review

Tanglewood Wealth Management opened a new position in Cohen & Steers Future of Energy Active ETF (CSEN) in Q2 2026: 1,334,706 shares worth $31.6M. The stake represents 2.69% of the portfolio and ranks #12 among its holdings.

11 funds tracked by Wall St. Rank hold CSEN as of Q2 2026.

  • Tanglewood Wealth Management held 1,334,706 shares of Cohen & Steers Future of Energy Active ETF worth $31.6M as of Q2 2026.
  • Cohen & Steers Future of Energy Active ETF was a new Tanglewood Wealth Management position in Q2 2026.
  • Cohen & Steers Future of Energy Active ETF made up 2.69% of Tanglewood Wealth Management's portfolio in Q2 2026, its #12 holding.
  • 11 funds tracked by Wall St. Rank held Cohen & Steers Future of Energy Active ETF as of Q2 2026.

Based on Tanglewood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.