Tectonic Advisors
CSPF icon

Tectonic Advisors’s Cohen & Steers Preferred and Income Opportunities Active ETF CSPF Stock Holding History

Tectonic Advisors’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 		– Sell
-15,216
Closed -$394K – 329
2025
Q4 		$394K Hold
15,216
– – 0.02% 283
2025
Q3 		$395K Buy
+15,216
New +$392K 0.02% 292

Other funds holding CSPF

Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SK Wealth Management
SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $487M AUM 43.02% 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 22.9% 1-Year Est. Return
Oak Harvest Investment Services
Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return
Daymark Wealth Partners
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

Tectonic Advisors's CSPF Position: Q1 2026 in Review

Tectonic Advisors sold out of Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) in Q1 2026, closing a stake of 15,216 shares — an estimated $394K sold.

Tectonic Advisors first reported a position in CSPF in Q3 2025 and held it in 2 quarters. The position peaked at $395K in Q3 2025. 37 funds tracked by Wall St. Rank hold CSPF as of Q1 2026.

  • Tectonic Advisors reported no remaining Cohen & Steers Preferred and Income Opportunities Active ETF position as of Q1 2026 after selling out during the quarter.
  • Tectonic Advisors sold 15,216 Cohen & Steers Preferred and Income Opportunities Active ETF shares in Q1 2026, an estimated $394K.
  • Tectonic Advisors first reported a position in Cohen & Steers Preferred and Income Opportunities Active ETF in Q3 2025 and held it in 2 quarters.
  • Tectonic Advisors's Cohen & Steers Preferred and Income Opportunities Active ETF position peaked at $395K in Q3 2025.
  • 37 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q1 2026.

Based on Tectonic Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.