TA
CSPF

Townsend & Associates’s Cohen & Steers Preferred and Income Opportunities Active ETF CSPF Stock Holding History

Townsend & Associates’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 		$34.4M Buy
1,319,473
+33,215
+3% +$866K 2.93% 11
2026
Q1 		$33.6M Buy
1,286,258
+44,631
+4% +$1.16M 2.9% 11
2025
Q4 		$32.5M Buy
+1,241,627
New +$32.3M 2.9% 11

Other funds holding CSPF

OHIS
Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Townsend & Associates's CSPF Position: Q2 2026 in Review

Townsend & Associates increased its Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) stake by 2.6% in Q2 2026, buying an estimated $866K and bringing the position to 1,319,473 shares worth $34.4M. The position accounts for 2.93% of the portfolio, ranked #11.

Townsend & Associates first reported a position in CSPF in Q4 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold CSPF as of Q2 2026.

  • Townsend & Associates held 1,319,473 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $34.4M as of Q2 2026.
  • Townsend & Associates bought 33,215 Cohen & Steers Preferred and Income Opportunities Active ETF shares in Q2 2026, an estimated $866K.
  • Cohen & Steers Preferred and Income Opportunities Active ETF made up 2.93% of Townsend & Associates's portfolio in Q2 2026, its #11 holding.
  • Townsend & Associates first reported a position in Cohen & Steers Preferred and Income Opportunities Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q2 2026.

Based on Townsend & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.